+740.1%
TEAM vs AON
+268.9%
+471.2%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | -2.3% | -4.7% | -5.7% |
| 7D | -5.7% | -3.2% | -2.5% | -4.0% |
| 30D | +18.3% | -11.9% | +30.2% | +25.9% |
| 3M | +80.2% | -2.9% | +83.1% | +82.4% |
| 6M | +111.0% | -6.8% | +117.8% | +118.7% |
| YTD | +8.8% | -10.1% | +18.9% | +14.6% |
| 1Y | +2.2% | -14.2% | +16.4% | +9.9% |
| 3Y | -14.6% | -3.3% | -11.3% | -15.4% |
| 5Y | -53.8% | +13.6% | -67.4% | -57.8% |
| 10Y | +475.2% | +209.2% | +266.1% | +252.3% |
| All | +740.1% | +268.9% | +471.2% | +434.2% |
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