+120.4%
AS vs DAR
+51.0%
+69.4%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -0.9% | +4.4% | +3.8% |
| 7D | -4.9% | +1.4% | -6.2% | -5.2% |
| 30D | -19.6% | +12.8% | -32.4% | -21.8% |
| 3M | -14.4% | +7.4% | -21.7% | -16.1% |
| 6M | -20.1% | +22.3% | -42.4% | -24.8% |
| YTD | -20.9% | +81.1% | -102.0% | -33.1% |
| 1Y | -21.9% | +106.5% | -128.4% | -36.8% |
| All | +120.4% | +51.0% | +69.4% | +85.7% |
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