+494.4%
TEAM vs AON
+204.8%
+289.7%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.7% | +1.7% | +1.0% |
| 7D | -5.2% | -6.3% | +1.1% | -1.8% |
| 30D | +15.8% | -14.1% | +29.9% | +24.9% |
| 3M | +101.5% | -9.5% | +110.9% | +111.8% |
| 6M | +138.2% | -4.0% | +142.2% | +143.0% |
| YTD | +10.8% | -13.8% | +24.6% | +19.4% |
| 1Y | +1.7% | -18.3% | +20.0% | +12.4% |
| 3Y | -16.0% | -7.2% | -8.9% | -15.1% |
| 5Y | -52.7% | +7.3% | -60.0% | -55.8% |
| All | +494.4% | +204.8% | +289.7% | +261.8% |
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 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