+20,639.1%
TXN vs AON
+4,830.5%
+15,808.6%
-85.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -3.5% | +4.5% | +2.2% |
| 7D | +2.7% | -7.9% | +10.6% | +5.4% |
| 30D | -6.7% | -14.6% | +7.9% | -2.2% |
| 3M | -8.9% | -7.9% | -1.0% | -7.6% |
| 6M | +34.7% | -8.0% | +42.7% | +35.8% |
| YTD | +53.3% | -13.2% | +66.5% | +56.9% |
| 1Y | +45.0% | -16.4% | +61.5% | +50.0% |
| 3Y | +73.1% | -6.7% | +79.8% | +69.8% |
| 5Y | +59.9% | +8.0% | +51.9% | +48.4% |
| 10Y | +415.7% | +205.6% | +210.1% | +235.0% |
| All | +20,639.1% | +4,830.5% | +15,808.6% | +4,807.8% |
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