-52.7%
TEAM vs AON
+9.0%
-61.7%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +1.0% | 0.0% | +0.3% |
| 7D | -7.8% | -5.9% | -1.9% | -3.9% |
| 30D | +16.5% | -13.7% | +30.2% | +27.8% |
| 3M | +96.2% | -8.3% | +104.4% | +106.6% |
| 6M | +130.2% | -3.6% | +133.8% | +134.5% |
| YTD | +10.7% | -12.4% | +23.1% | +19.9% |
| 1Y | +3.0% | -14.6% | +17.7% | +13.1% |
| 3Y | -13.1% | -5.7% | -7.4% | -14.4% |
| 5Y | -52.7% | +9.1% | -61.9% | -62.1% |
| All | -52.7% | +9.0% | -61.7% | -62.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling