+229.2%
TER vs AON
-16.9%
+246.1%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -1.7% | +4.2% | +0.8% |
| 7D | +6.4% | -6.3% | +12.7% | -0.5% |
| 30D | -5.7% | -14.1% | +8.4% | -19.2% |
| 3M | -0.4% | -9.5% | +9.1% | -5.8% |
| 6M | +25.8% | -4.0% | +29.8% | +27.0% |
| YTD | +96.4% | -13.8% | +110.2% | +86.5% |
| 1Y | +229.2% | -18.3% | +247.5% | +223.4% |
| All | +229.2% | -16.9% | +246.1% | +223.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling