+105.8%
DAL vs AON
+15.3%
+90.5%
-47.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -1.2% | +3.0% | +2.3% |
| 7D | +0.1% | -9.1% | +9.2% | +3.6% |
| 30D | -13.9% | -10.2% | -3.7% | -10.5% |
| 3M | +1.1% | +0.5% | +0.6% | +0.1% |
| 6M | +26.2% | -4.8% | +31.1% | +27.3% |
| YTD | +16.4% | -8.0% | +24.4% | +18.8% |
| 1Y | +33.9% | -13.1% | +46.9% | +40.0% |
| 3Y | +93.4% | -1.3% | +94.7% | +88.8% |
| All | +105.8% | +15.3% | +90.5% | +67.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling