+96.4%
SHOP vs AON
-6.9%
+103.3%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | -3.5% | -1.9% | -4.1% |
| 7D | -10.6% | -7.9% | -2.7% | -7.7% |
| 30D | -18.3% | -14.6% | -3.6% | -13.3% |
| 3M | +14.8% | -7.9% | +22.7% | +18.8% |
| 6M | -5.0% | -8.0% | +3.0% | -1.9% |
| YTD | -21.2% | -13.2% | -8.0% | -17.5% |
| 1Y | -11.6% | -16.4% | +4.8% | -6.3% |
| All | +96.4% | -6.9% | +103.3% | +91.5% |
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 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