+245.8%
QCOM vs AON
+226.6%
+19.2%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.1% | +1.7% | +1.7% |
| 7D | +2.0% | -2.4% | +4.3% | +2.7% |
| 30D | +1.2% | +22.8% | -21.6% | -5.8% |
| 3M | +9.1% | -5.3% | +14.5% | +10.4% |
| 6M | -25.0% | +8.4% | -33.3% | -29.0% |
| YTD | +4.8% | -3.9% | +8.8% | +3.5% |
| 1Y | +3.6% | -3.1% | +6.7% | +1.7% |
| 3Y | +51.5% | +3.0% | +48.5% | +40.7% |
| 5Y | +19.7% | +16.7% | +3.0% | +3.0% |
| 10Y | +245.8% | +232.6% | +13.2% | +59.6% |
| All | +245.8% | +226.6% | +19.2% | +59.6% |
Cumulative growth
Daily Returns
Daily percentage return beside AON.
Daily Out/Under-Performance
Portfolio return minus AON return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AON return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded AON wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling