+16,011.1%
STX vs AON
+2,252.3%
+13,758.8%
-88.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | -1.2% | +7.5% | +6.8% |
| 7D | +2.4% | -9.1% | +11.4% | +5.9% |
| 30D | +1.4% | -10.2% | +11.6% | +5.3% |
| 3M | -8.2% | +0.5% | -8.7% | -10.8% |
| 6M | +127.0% | -4.8% | +131.9% | +123.8% |
| YTD | +209.1% | -8.0% | +217.1% | +206.7% |
| 1Y | +365.4% | -13.1% | +378.5% | +369.9% |
| 3Y | +1,135.4% | -1.3% | +1,136.7% | +1,052.0% |
| 5Y | +991.5% | +14.9% | +976.6% | +837.7% |
| 10Y | +3,695.8% | +214.9% | +3,480.9% | +1,885.2% |
| All | +16,011.1% | +2,252.3% | +13,758.8% | +4,254.9% |
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