+354.5%
STRL vs AON
+2.0%
+352.5%
-75.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.9% | +0.2% | -1.2% |
| 7D | +23.4% | -3.2% | +26.6% | +21.7% |
| 30D | -39.5% | +21.7% | -61.2% | -34.1% |
| 3M | -45.1% | -5.1% | -39.9% | -45.1% |
| 6M | -64.6% | +5.9% | -70.5% | -63.4% |
| YTD | -1.5% | -4.8% | +3.3% | +2.2% |
| 1Y | -20.8% | -4.1% | -16.7% | -17.9% |
| All | +354.5% | +2.0% | +352.5% | +376.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling