+8,552.4%
SHOP vs AON
+270.9%
+8,281.4%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.5% | -1.3% | -0.7% |
| 7D | -1.2% | +1.0% | -2.3% | -1.9% |
| 30D | -14.7% | +23.2% | -37.9% | -26.0% |
| 3M | -7.2% | -5.0% | -2.2% | -4.8% |
| 6M | +54.2% | +9.3% | +44.8% | +43.8% |
| YTD | -8.6% | -3.4% | -5.2% | -8.4% |
| 1Y | +0.5% | -2.9% | +3.4% | +0.1% |
| 3Y | +135.9% | +3.6% | +132.3% | +116.1% |
| 5Y | -11.9% | +16.9% | -28.8% | -24.8% |
| 10Y | +3,608.8% | +234.4% | +3,374.4% | +1,362.6% |
| All | +8,552.4% | +270.9% | +8,281.4% | +3,311.5% |
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 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