+346.6%
SOXX vs AON
+0.9%
+345.7%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +4.4% | -7.5% | -3.9% |
| 7D | +158.9% | +9.4% | +149.4% | +160.2% |
| 30D | +129.2% | +27.0% | +102.2% | +157.4% |
| 3M | +149.7% | -3.1% | +152.8% | +131.9% |
| 6M | +193.4% | +10.0% | +183.5% | +203.8% |
| YTD | +351.0% | -1.6% | +352.6% | +340.9% |
| All | +346.6% | +0.9% | +345.7% | +349.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling