+41.6%
AA vs DAR
+311.7%
-270.1%
-90.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +1.1% | -2.9% | -2.4% |
| 7D | +0.5% | +11.6% | -11.1% | -6.0% |
| 30D | -0.6% | -10.2% | +9.7% | +5.9% |
| 3M | -19.7% | -14.8% | -4.8% | -12.3% |
| 6M | -41.6% | -10.1% | -31.5% | -39.3% |
| YTD | -24.6% | +55.5% | -80.2% | -44.7% |
| 1Y | +4.9% | +61.7% | -56.8% | -25.1% |
| 3Y | +66.8% | +37.2% | +29.7% | +22.6% |
| 5Y | -19.4% | -26.9% | +7.5% | -11.9% |
| All | +41.6% | +311.7% | -270.1% | -49.9% |
Cumulative growth
Daily Returns
Daily percentage return beside DAR.
Daily Out/Under-Performance
Portfolio return minus DAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DAR 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 DAR 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