+3,476.8%
STX vs AON
+209.9%
+3,266.9%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +1.0% | -3.7% | -3.0% |
| 7D | +8.0% | -5.9% | +13.9% | +9.8% |
| 30D | +5.1% | -13.7% | +18.8% | +9.3% |
| 3M | +5.8% | -8.3% | +14.0% | +6.2% |
| 6M | +124.9% | -3.6% | +128.6% | +119.8% |
| YTD | +213.9% | -12.4% | +226.3% | +216.2% |
| 1Y | +350.4% | -14.6% | +365.0% | +355.9% |
| 3Y | +1,314.2% | -5.7% | +1,319.9% | +1,234.1% |
| 5Y | +1,092.8% | +9.1% | +1,083.7% | +923.6% |
| All | +3,476.8% | +209.9% | +3,266.9% | +1,406.2% |
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 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