+202.6%
AON vs DAR
+375.1%
-172.4%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.7% | +2.7% | +1.3% |
| 7D | -5.9% | +0.9% | -6.8% | -6.0% |
| 30D | -13.7% | +6.4% | -20.1% | -14.6% |
| 3M | -8.3% | +13.2% | -21.5% | -10.4% |
| 6M | -3.6% | +26.2% | -29.8% | -7.7% |
| YTD | -12.4% | +84.4% | -96.7% | -21.2% |
| 1Y | -14.6% | +112.0% | -126.7% | -25.4% |
| 3Y | -5.7% | +13.4% | -19.1% | -10.0% |
| 5Y | +9.1% | -6.0% | +15.1% | +5.3% |
| All | +202.6% | +375.1% | -172.4% | +84.8% |
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