+1,077.4%
STX vs AON
+9.3%
+1,068.2%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -3.5% | +1.5% | -1.8% |
| 7D | +9.6% | -7.9% | +17.5% | +10.1% |
| 30D | +10.6% | -14.6% | +25.2% | +11.7% |
| 3M | +4.8% | -7.9% | +12.7% | +4.0% |
| 6M | +137.3% | -8.0% | +145.3% | +134.7% |
| YTD | +222.5% | -13.2% | +235.7% | +223.2% |
| 1Y | +366.2% | -16.4% | +382.7% | +372.0% |
| 3Y | +1,352.9% | -6.7% | +1,359.6% | +1,278.3% |
| 5Y | +1,077.4% | +8.0% | +1,069.4% | +863.6% |
| All | +1,077.4% | +9.3% | +1,068.2% | +863.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling