+4,350.1%
SYY vs AON
+4,830.5%
-480.4%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -3.5% | +5.7% | +3.1% |
| 7D | -0.2% | -7.9% | +7.7% | +1.9% |
| 30D | -2.7% | -14.6% | +11.9% | +1.2% |
| 3M | +5.9% | -7.9% | +13.8% | +7.8% |
| 6M | -2.3% | -8.0% | +5.7% | -0.9% |
| YTD | +13.1% | -13.2% | +26.3% | +16.2% |
| 1Y | +3.8% | -16.4% | +20.2% | +7.6% |
| 3Y | +26.7% | -6.7% | +33.4% | +26.7% |
| 5Y | +19.4% | +8.0% | +11.4% | +14.1% |
| 10Y | +112.0% | +205.6% | -93.6% | +57.4% |
| All | +4,350.1% | +4,830.5% | -480.4% | +1,212.5% |
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