+614.2%
TEAM vs AON
+296.3%
+318.0%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +1.5% | -3.0% | -2.3% |
| 7D | -2.4% | +1.0% | -3.4% | -3.0% |
| 30D | -26.7% | +23.2% | -49.9% | -34.5% |
| 3M | -9.6% | -5.0% | -4.6% | -7.9% |
| 6M | +86.0% | +9.3% | +76.7% | +76.3% |
| YTD | -7.5% | -3.4% | -4.1% | -6.5% |
| 1Y | -1.4% | -2.9% | +1.5% | -0.6% |
| 3Y | -14.3% | +3.6% | -18.0% | -18.3% |
| 5Y | -66.3% | +16.9% | -83.2% | -69.9% |
| 10Y | +445.6% | +234.4% | +211.2% | +220.3% |
| All | +614.2% | +296.3% | +318.0% | +336.1% |
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 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