+128.1%
DAL vs AON
+228.2%
-100.1%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | +0.3% | +5.0% | +5.1% |
| 7D | +10.0% | +0.7% | +9.3% | +9.7% |
| 30D | +12.0% | +23.1% | -11.1% | +0.5% |
| 3M | +0.8% | -6.0% | +6.8% | +3.5% |
| 6M | +26.2% | +7.9% | +18.3% | +19.3% |
| YTD | +33.7% | -4.1% | +37.8% | +33.3% |
| 1Y | +57.6% | -2.3% | +59.9% | +55.1% |
| 3Y | +183.5% | +3.4% | +180.0% | +163.1% |
| 5Y | +114.2% | +17.1% | +97.1% | +80.2% |
| 10Y | +128.1% | +230.6% | -102.4% | -4.6% |
| All | +128.1% | +228.2% | -100.1% | -4.6% |
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