+49.5%
TQQQ vs AON
-16.9%
+66.4%
-37.0%
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% | +1.6% |
| 7D | -1.9% | -6.3% | +4.4% | -5.6% |
| 30D | -4.9% | -14.1% | +9.2% | -12.7% |
| 3M | -6.4% | -9.5% | +3.1% | -10.0% |
| 6M | +44.4% | -4.0% | +48.4% | +42.7% |
| YTD | +35.2% | -13.8% | +49.0% | +28.2% |
| 1Y | +49.5% | -18.3% | +67.8% | +39.5% |
| All | +49.5% | -16.9% | +66.4% | +39.5% |
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 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