+5.0%
UAL vs AON
-13.5%
+18.6%
-27.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -1.2% | +3.7% | +2.5% |
| 7D | +0.7% | -9.1% | +9.8% | +0.6% |
| 30D | -16.1% | -10.2% | -5.9% | -16.2% |
| 3M | +6.1% | +0.5% | +5.6% | +6.3% |
| 6M | +10.8% | -4.8% | +15.7% | +11.7% |
| YTD | -0.4% | -8.0% | +7.6% | +0.4% |
| 1Y | +5.0% | -13.1% | +18.1% | +6.6% |
| All | +5.0% | -13.5% | +18.6% | +6.6% |
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