+111.4%
DAL vs AON
+17.1%
+94.4%
-47.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.5% | -1.8% | -0.9% |
| 7D | -1.1% | +1.0% | -2.1% | -1.5% |
| 30D | +12.8% | +23.2% | -10.3% | +4.2% |
| 3M | -5.3% | -5.0% | -0.3% | -3.6% |
| 6M | +22.4% | +9.3% | +13.0% | +16.8% |
| YTD | +25.6% | -3.4% | +29.0% | +25.7% |
| 1Y | +45.5% | -2.9% | +48.4% | +45.1% |
| 3Y | +161.0% | +3.6% | +157.3% | +149.3% |
| All | +111.4% | +17.1% | +94.4% | +85.9% |
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 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