+123.8%
STX vs AON
+2.1%
+121.7%
-49.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.1% | +4.4% | -12.5% | -4.4% |
| 7D | -20.2% | +9.4% | -29.6% | -13.5% |
| 30D | -37.2% | +27.0% | -64.2% | -22.8% |
| 3M | -34.1% | -3.1% | -30.9% | -35.5% |
| 6M | -24.5% | +10.0% | -34.4% | -16.2% |
| YTD | +102.9% | -1.6% | +104.5% | +110.4% |
| 1Y | +123.8% | +0.9% | +122.9% | +136.7% |
| All | +123.8% | +2.1% | +121.7% | +136.7% |
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