-14.3%
TEAM vs AON
+3.5%
-17.8%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +1.5% | -3.0% | -2.1% |
| 7D | -2.4% | +1.0% | -3.4% | -2.9% |
| 30D | -26.7% | +23.2% | -49.9% | -33.2% |
| 3M | -9.6% | -5.0% | -4.6% | -8.1% |
| 6M | +86.0% | +9.3% | +76.7% | +78.3% |
| YTD | -7.5% | -3.4% | -4.1% | -7.5% |
| 1Y | -1.4% | -2.9% | +1.5% | -1.6% |
| 3Y | -14.3% | +3.6% | -18.0% | -16.9% |
| All | -14.3% | +3.5% | -17.8% | -16.9% |
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