+126.4%
DAL vs AON
+207.5%
-81.1%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -2.3% | +0.8% | -0.3% |
| 7D | +3.4% | -3.2% | +6.6% | +5.1% |
| 30D | -13.6% | -11.9% | -1.7% | -7.9% |
| 3M | +1.2% | -2.9% | +4.1% | +1.7% |
| 6M | +34.5% | -6.8% | +41.3% | +37.1% |
| YTD | +14.7% | -10.1% | +24.7% | +18.6% |
| 1Y | +29.2% | -14.2% | +43.5% | +36.8% |
| 3Y | +100.0% | -3.3% | +103.2% | +92.9% |
| 5Y | +106.3% | +13.6% | +92.7% | +75.2% |
| 10Y | +126.4% | +209.2% | -82.8% | 0.0% |
| All | +126.4% | +207.5% | -81.1% | 0.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AON.
Daily Out/Under-Performance
Portfolio return minus AON return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AON 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 10y: compounded portfolio wealth divided by compounded AON 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…
10y analysis · Full analysis span regression · 6 months rolling