+6,906.6%
STRL vs AON
+209.9%
+6,696.8%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +1.0% | -3.1% | -2.4% |
| 7D | +5.4% | -5.9% | +11.3% | +7.1% |
| 30D | -9.0% | -13.7% | +4.7% | -5.5% |
| 3M | -37.1% | -8.3% | -28.8% | -36.8% |
| 6M | +17.8% | -3.6% | +21.5% | +14.6% |
| YTD | +58.3% | -12.4% | +70.7% | +58.7% |
| 1Y | +61.0% | -14.6% | +75.7% | +62.5% |
| 3Y | +517.8% | -5.7% | +523.5% | +481.1% |
| 5Y | +2,119.0% | +9.1% | +2,109.9% | +1,782.6% |
| All | +6,906.6% | +209.9% | +6,696.8% | +3,399.1% |
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