+228.2%
TER vs AON
+9.3%
+218.9%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -3.5% | +6.6% | +3.5% |
| 7D | +12.4% | -7.9% | +20.3% | +13.2% |
| 30D | +5.1% | -14.6% | +19.8% | +6.7% |
| 3M | +4.0% | -7.9% | +11.9% | +3.2% |
| 6M | +29.5% | -8.0% | +37.5% | +27.8% |
| YTD | +98.5% | -13.2% | +111.7% | +98.8% |
| 1Y | +234.1% | -16.4% | +250.5% | +239.0% |
| 3Y | +289.0% | -6.7% | +295.7% | +259.9% |
| 5Y | +228.2% | +8.0% | +220.1% | +146.5% |
| All | +228.2% | +9.3% | +218.9% | +146.5% |
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