+9,127.5%
QLD vs AON
+1,104.1%
+8,023.4%
-83.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.2% | +1.5% | +1.4% |
| 7D | +0.6% | -9.1% | +9.7% | +8.5% |
| 30D | -0.1% | -10.2% | +10.1% | +8.7% |
| 3M | -8.4% | +0.5% | -8.9% | -12.8% |
| 6M | +32.2% | -4.8% | +37.0% | +30.0% |
| YTD | +28.9% | -8.0% | +36.9% | +28.7% |
| 1Y | +43.8% | -13.1% | +56.9% | +49.6% |
| 3Y | +176.6% | -1.3% | +177.9% | +141.2% |
| 5Y | +121.6% | +14.9% | +106.7% | +70.2% |
| 10Y | +1,652.9% | +214.9% | +1,438.0% | +375.5% |
| All | +9,127.5% | +1,104.1% | +8,023.4% | +643.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling