+788.5%
XLK vs AON
+204.8%
+583.7%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -1.7% | +3.0% | +2.0% |
| 7D | +0.2% | -6.3% | +6.5% | +2.8% |
| 30D | -0.6% | -14.1% | +13.5% | +5.0% |
| 3M | +2.6% | -9.5% | +12.0% | +5.1% |
| 6M | +34.0% | -4.0% | +38.0% | +32.7% |
| YTD | +30.7% | -13.8% | +44.5% | +35.1% |
| 1Y | +39.2% | -18.3% | +57.5% | +47.1% |
| 3Y | +120.4% | -7.2% | +127.6% | +112.8% |
| 5Y | +148.8% | +7.3% | +141.5% | +118.5% |
| All | +788.5% | +204.8% | +583.7% | +360.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling