+277.2%
TER vs AON
-3.6%
+280.9%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -2.3% | +6.5% | +3.2% |
| 7D | +11.0% | -3.2% | +14.2% | +9.5% |
| 30D | -1.9% | -11.9% | +10.0% | -6.7% |
| 3M | -0.7% | -2.9% | +2.2% | -1.0% |
| 6M | +36.4% | -6.8% | +43.2% | +36.4% |
| YTD | +92.4% | -10.1% | +102.5% | +92.7% |
| 1Y | +213.5% | -14.2% | +227.8% | +215.5% |
| 3Y | +277.2% | -3.3% | +280.5% | +281.0% |
| All | +277.2% | -3.6% | +280.9% | +281.0% |
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