+137.7%
UAL vs AON
+13.7%
+124.0%
-49.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -2.3% | -0.6% | -1.8% |
| 7D | +3.5% | -3.2% | +6.7% | +4.9% |
| 30D | -16.5% | -11.9% | -4.6% | -12.0% |
| 3M | +2.8% | -2.9% | +5.6% | +2.8% |
| 6M | +17.6% | -6.8% | +24.4% | +19.5% |
| YTD | -3.2% | -10.1% | +6.9% | -0.3% |
| 1Y | +0.4% | -14.2% | +14.7% | +5.9% |
| 3Y | +128.2% | -3.3% | +131.4% | +123.6% |
| 5Y | +137.7% | +13.6% | +124.1% | +92.2% |
| All | +137.7% | +13.7% | +124.0% | +92.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling