+1,553.3%
QLD vs AON
+231.2%
+1,322.0%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +0.1% | +4.6% | +4.6% |
| 7D | -1.2% | -2.4% | +1.2% | +0.4% |
| 30D | -15.7% | +22.8% | -38.5% | -28.1% |
| 3M | -10.0% | -5.3% | -4.7% | -8.3% |
| 6M | -11.2% | +8.4% | -19.6% | -21.2% |
| YTD | +16.4% | -3.9% | +20.3% | +11.4% |
| 1Y | +12.7% | -3.1% | +15.8% | +6.7% |
| 3Y | +152.3% | +3.0% | +149.3% | +113.9% |
| 5Y | +91.8% | +16.7% | +75.1% | +46.6% |
| All | +1,553.3% | +231.2% | +1,322.0% | +404.5% |
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