+3,613.6%
AON vs DAR
+1,481.7%
+2,131.9%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +2.2% | -3.1% | -1.0% |
| 7D | -3.2% | +9.2% | -12.4% | -3.6% |
| 30D | +21.7% | -12.3% | +33.9% | +22.3% |
| 3M | -5.1% | -12.7% | +7.6% | -4.7% |
| 6M | +5.9% | -12.8% | +18.7% | +6.4% |
| YTD | -4.8% | +53.8% | -58.6% | -7.0% |
| 1Y | -4.1% | +60.3% | -64.3% | -6.4% |
| 3Y | +2.0% | +31.7% | -29.7% | -0.4% |
| 5Y | +15.2% | -27.7% | +42.9% | +15.0% |
| 10Y | +229.5% | +309.8% | -80.2% | +203.9% |
| All | +3,613.6% | +1,481.7% | +2,131.9% | +3,317.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling