-17.0%
TEAM vs AON
-6.9%
-10.1%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -3.5% | +4.3% | +2.3% |
| 7D | -4.7% | -7.9% | +3.2% | -1.2% |
| 30D | +17.0% | -14.6% | +31.7% | +25.0% |
| 3M | +85.9% | -7.9% | +93.8% | +92.1% |
| 6M | +116.7% | -8.0% | +124.7% | +123.7% |
| YTD | +9.6% | -13.2% | +22.9% | +15.1% |
| 1Y | -2.5% | -16.4% | +13.9% | +3.2% |
| All | -17.0% | -6.9% | -10.1% | -13.8% |
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