+351.3%
DAL vs AON
+908.4%
-557.1%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -1.2% | +3.0% | +2.6% |
| 7D | +0.1% | -9.1% | +9.2% | +6.3% |
| 30D | -13.9% | -10.2% | -3.7% | -7.9% |
| 3M | +1.1% | +0.5% | +0.6% | -0.7% |
| 6M | +26.2% | -4.8% | +31.1% | +27.2% |
| YTD | +16.4% | -8.0% | +24.4% | +19.2% |
| 1Y | +33.9% | -13.1% | +46.9% | +41.7% |
| 3Y | +93.4% | -1.3% | +94.7% | +81.1% |
| 5Y | +106.4% | +14.9% | +91.4% | +68.1% |
| 10Y | +143.0% | +214.9% | -71.9% | -15.6% |
| All | +351.3% | +908.4% | -557.1% | -38.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling