-18.3%
AON vs DOV
+8.6%
-26.9%
-20.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.9% | -2.5% | -1.6% |
| 7D | -6.3% | -2.0% | -4.3% | -6.5% |
| 30D | -14.1% | -8.9% | -5.2% | -14.9% |
| 3M | -9.5% | -13.3% | +3.8% | -11.0% |
| 6M | -4.0% | -9.7% | +5.6% | -5.6% |
| YTD | -13.8% | -2.5% | -11.3% | -15.4% |
| 1Y | -18.3% | +7.2% | -25.5% | -18.0% |
| All | -18.3% | +8.6% | -26.9% | -18.0% |
Cumulative growth
Daily Returns
Daily percentage return beside DOV.
Daily Out/Under-Performance
Portfolio return minus DOV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOV 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 1y: compounded portfolio wealth divided by compounded DOV 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…
1y analysis · Full analysis span regression · 6 months rolling