+1.3%
U vs AON
-16.9%
+18.2%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -1.7% | +6.1% | +4.4% |
| 7D | +5.5% | -6.3% | +11.8% | +5.1% |
| 30D | -1.3% | -14.1% | +12.8% | -2.1% |
| 3M | +64.6% | -9.5% | +74.1% | +63.6% |
| 6M | +119.4% | -4.0% | +123.4% | +120.3% |
| YTD | -0.5% | -13.8% | +13.3% | -5.6% |
| 1Y | +1.3% | -18.3% | +19.6% | -13.8% |
| All | +1.3% | -16.9% | +18.2% | -13.8% |
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 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