+19,359.6%
STRL vs AON
+5,304.8%
+14,054.8%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.8% | -1.2% | +6.9% | +6.1% |
| 7D | +3.4% | -9.1% | +12.5% | +5.7% |
| 30D | -9.2% | -10.2% | +1.0% | -7.0% |
| 3M | -51.0% | +0.5% | -51.5% | -51.9% |
| 6M | +15.8% | -4.8% | +20.6% | +14.5% |
| YTD | +58.9% | -8.0% | +66.9% | +57.7% |
| 1Y | +68.5% | -13.1% | +81.6% | +69.3% |
| 3Y | +485.2% | -1.3% | +486.5% | +461.0% |
| 5Y | +2,005.1% | +14.9% | +1,990.2% | +1,817.2% |
| 10Y | +7,118.0% | +214.9% | +6,903.0% | +4,933.4% |
| All | +19,359.6% | +5,304.8% | +14,054.8% | +6,511.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling