+1,872.1%
T vs AON
+5,128.2%
-3,256.1%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.2% | -0.8% | -1.6% |
| 7D | -1.3% | -9.1% | +7.8% | +1.0% |
| 30D | +11.4% | -10.2% | +21.6% | +14.3% |
| 3M | +14.3% | +0.5% | +13.8% | +13.9% |
| 6M | -9.3% | -4.8% | -4.4% | -8.6% |
| YTD | +7.1% | -8.0% | +15.1% | +8.6% |
| 1Y | -9.1% | -13.1% | +4.0% | -6.6% |
| 3Y | +105.3% | -1.3% | +106.6% | +102.4% |
| 5Y | +66.8% | +14.9% | +51.9% | +56.4% |
| 10Y | +66.8% | +214.9% | -148.1% | +19.7% |
| All | +1,872.1% | +5,128.2% | -3,256.1% | +571.3% |
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