+18.4%
U vs AON
+2.1%
+16.3%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +4.4% | +0.5% | +5.1% |
| 7D | +7.5% | +9.4% | -2.0% | +8.1% |
| 30D | -7.0% | +27.0% | -34.1% | -5.6% |
| 3M | +20.6% | -3.1% | +23.7% | +20.0% |
| 6M | +53.2% | +10.0% | +43.2% | +55.6% |
| YTD | -3.9% | -1.6% | -2.3% | -11.5% |
| 1Y | +18.4% | +0.9% | +17.5% | +14.7% |
| All | +18.4% | +2.1% | +16.3% | +14.7% |
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