+105.0%
DAL vs AON
+228.1%
-123.1%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | -0.9% | -4.3% | -4.7% |
| 7D | +1.4% | -3.2% | +4.6% | +3.1% |
| 30D | +9.1% | +21.7% | -12.6% | -1.5% |
| 3M | -3.5% | -5.1% | +1.6% | -1.4% |
| 6M | +23.4% | +5.9% | +17.5% | +17.8% |
| YTD | +26.0% | -4.8% | +30.9% | +26.1% |
| 1Y | +44.6% | -4.1% | +48.7% | +43.9% |
| 3Y | +162.7% | +2.0% | +160.7% | +145.8% |
| 5Y | +113.0% | +15.2% | +97.8% | +81.0% |
| All | +105.0% | +228.1% | -123.1% | -16.9% |
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