+1,646.5%
QLD vs AON
+207.5%
+1,439.0%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -2.3% | +2.1% | +1.5% |
| 7D | +3.0% | -3.2% | +6.2% | +5.4% |
| 30D | -1.8% | -11.9% | +10.0% | +6.9% |
| 3M | -1.8% | -2.9% | +1.1% | -3.3% |
| 6M | +36.9% | -6.8% | +43.7% | +37.2% |
| YTD | +28.7% | -10.1% | +38.8% | +31.1% |
| 1Y | +41.9% | -14.2% | +56.1% | +49.0% |
| 3Y | +184.2% | -3.3% | +187.5% | +155.2% |
| 5Y | +122.1% | +13.6% | +108.5% | +73.4% |
| 10Y | +1,646.5% | +209.2% | +1,437.3% | +463.3% |
| All | +1,646.5% | +207.5% | +1,439.0% | +463.3% |
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 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