+3.2%
QCOM vs AON
-1.3%
+4.6%
-41.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.2% | +1.0% | +1.3% |
| 7D | +5.5% | +1.9% | +3.7% | +6.3% |
| 30D | -1.1% | +23.3% | -24.4% | +8.4% |
| 3M | +7.6% | -5.5% | +13.1% | +4.4% |
| 6M | -20.1% | +8.0% | -28.1% | -16.6% |
| YTD | +3.0% | -4.0% | +7.0% | +6.5% |
| 1Y | +3.2% | -1.7% | +5.0% | +8.2% |
| All | +3.2% | -1.3% | +4.6% | +8.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling