+1,972.8%
STX vs AON
+233.0%
+1,739.9%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +1.5% | -4.6% | -3.5% |
| 7D | +14.6% | +1.0% | +13.6% | +14.3% |
| 30D | -26.0% | +23.2% | -49.1% | -30.4% |
| 3M | -42.6% | -5.0% | -37.6% | -42.1% |
| 6M | -35.3% | +9.3% | -44.6% | -39.0% |
| YTD | +92.5% | -3.4% | +95.9% | +87.9% |
| 1Y | +102.4% | -2.9% | +105.3% | +96.8% |
| 3Y | +673.8% | +3.6% | +670.2% | +609.9% |
| 5Y | +463.1% | +16.9% | +446.2% | +377.3% |
| All | +1,972.8% | +233.0% | +1,739.9% | +710.8% |
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