+64.4%
STRL vs AON
-16.1%
+80.5%
-54.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -3.5% | +2.1% | -5.0% |
| 7D | +8.2% | -7.9% | +16.1% | -0.6% |
| 30D | -6.3% | -14.6% | +8.3% | -20.2% |
| 3M | -41.2% | -7.9% | -33.3% | -44.1% |
| 6M | +20.4% | -8.0% | +28.4% | +17.6% |
| YTD | +61.7% | -13.2% | +74.9% | +52.6% |
| All | +64.4% | -16.1% | +80.5% | +59.1% |
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 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