+134.9%
AS vs DAR
+16.3%
+118.6%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.0% | +1.5% | +0.7% |
| 7D | +6.9% | -9.9% | +16.9% | +9.0% |
| 30D | +16.0% | -16.4% | +32.4% | +19.8% |
| 3M | -12.8% | -17.1% | +4.2% | -10.3% |
| 6M | -15.4% | -20.5% | +5.1% | -12.3% |
| YTD | -15.7% | +39.4% | -55.2% | -25.3% |
| 1Y | +6.1% | +57.2% | -51.2% | -9.4% |
| All | +134.9% | +16.3% | +118.6% | +107.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling