+69.4%
QCOM vs AON
-1.4%
+70.8%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.2% | +1.3% | 0.0% |
| 7D | +3.3% | -9.1% | +12.4% | +2.4% |
| 30D | +7.7% | -10.2% | +17.9% | +6.6% |
| 3M | -30.1% | +0.5% | -30.6% | -30.1% |
| 6M | +22.8% | -4.8% | +27.7% | +23.5% |
| YTD | +0.2% | -8.0% | +8.2% | +1.0% |
| 1Y | +7.9% | -13.1% | +20.9% | +9.6% |
| All | +69.4% | -1.4% | +70.8% | +69.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling