+70.3%
T vs AON
+204.8%
-134.5%
-39.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -1.7% | +3.6% | +2.5% |
| 7D | +1.5% | -6.3% | +7.8% | +3.5% |
| 30D | +7.5% | -14.1% | +21.6% | +12.3% |
| 3M | +14.8% | -9.5% | +24.3% | +17.9% |
| 6M | -1.7% | -4.0% | +2.3% | -1.2% |
| YTD | +8.7% | -13.8% | +22.5% | +12.7% |
| 1Y | -7.5% | -18.3% | +10.8% | -2.5% |
| 3Y | +110.2% | -7.2% | +117.4% | +110.4% |
| 5Y | +71.6% | +7.3% | +64.3% | +60.3% |
| All | +70.3% | +204.8% | -134.5% | +12.4% |
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