+28.9%
SYY vs AON
-7.5%
+36.4%
-24.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -1.7% | +2.7% | +1.4% |
| 7D | +3.9% | -6.3% | +10.3% | +5.3% |
| 30D | -1.7% | -14.1% | +12.3% | +1.3% |
| 3M | +5.2% | -9.5% | +14.7% | +7.1% |
| 6M | -0.2% | -4.0% | +3.8% | +0.1% |
| YTD | +15.4% | -13.8% | +29.2% | +18.9% |
| 1Y | +5.6% | -18.3% | +23.9% | +10.6% |
| 3Y | +28.9% | -7.2% | +36.1% | +33.8% |
| All | +28.9% | -7.5% | +36.4% | +33.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling