+3,207.0%
AON vs DLTR
+10,476.7%
-7,269.7%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DLTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -4.6% | +1.0% | -2.9% |
| 7D | -7.9% | -10.2% | +2.3% | -6.5% |
| 30D | -14.6% | -8.5% | -6.2% | -13.6% |
| 3M | -7.9% | +5.6% | -13.5% | -8.7% |
| 6M | -8.0% | +2.2% | -10.2% | -8.8% |
| YTD | -13.2% | -3.8% | -9.5% | -13.5% |
| 1Y | -16.4% | +22.9% | -39.4% | -19.7% |
| 3Y | -6.7% | +2.0% | -8.7% | -10.2% |
| 5Y | +8.0% | +29.8% | -21.8% | -1.4% |
| 10Y | +205.6% | +45.0% | +160.6% | +165.0% |
| All | +3,207.0% | +10,476.7% | -7,269.7% | +1,694.3% |
Cumulative growth
Daily Returns
Daily percentage return beside DLTR.
Daily Out/Under-Performance
Portfolio return minus DLTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DLTR 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 DLTR 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