+252.8%
SPOT vs AON
+134.7%
+118.2%
-80.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.7% | +2.4% | +1.4% |
| 7D | -3.1% | -6.3% | +3.2% | -0.6% |
| 30D | +7.4% | -14.1% | +21.5% | +13.8% |
| 3M | +8.2% | -9.5% | +17.7% | +12.1% |
| 6M | +2.2% | -4.0% | +6.2% | +3.4% |
| YTD | -9.5% | -13.8% | +4.3% | -4.7% |
| 1Y | -23.8% | -18.3% | -5.6% | -18.4% |
| 3Y | +233.5% | -7.2% | +240.7% | +237.0% |
| 5Y | +112.2% | +7.3% | +104.9% | +100.0% |
| All | +252.8% | +134.7% | +118.2% | +146.0% |
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