+331.9%
RCL vs AON
+233.0%
+99.0%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.5% | -1.1% | -0.6% |
| 7D | -1.2% | +1.0% | -2.2% | -1.9% |
| 30D | +17.8% | +23.2% | -5.3% | +2.3% |
| 3M | +4.9% | -5.0% | +10.0% | +7.8% |
| 6M | +23.7% | +9.3% | +14.4% | +13.8% |
| YTD | +17.8% | -3.4% | +21.2% | +16.5% |
| 1Y | +28.9% | -2.9% | +31.8% | +26.8% |
| 3Y | +241.9% | +3.6% | +238.2% | +208.6% |
| 5Y | +295.4% | +16.9% | +278.5% | +216.6% |
| All | +331.9% | +233.0% | +99.0% | +79.1% |
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