+67.7%
V vs AON
+9.3%
+58.5%
-24.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -3.5% | +3.2% | +1.2% |
| 7D | -2.9% | -7.9% | +5.0% | +0.7% |
| 30D | +1.9% | -14.6% | +16.5% | +8.9% |
| 3M | +13.2% | -7.9% | +21.1% | +16.7% |
| 6M | +16.7% | -8.0% | +24.7% | +20.1% |
| YTD | +5.4% | -13.2% | +18.6% | +11.0% |
| 1Y | +7.7% | -16.4% | +24.1% | +15.3% |
| 3Y | +52.0% | -6.7% | +58.7% | +53.6% |
| 5Y | +67.7% | +8.0% | +59.7% | +49.1% |
| All | +67.7% | +9.3% | +58.5% | +49.1% |
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