+392.2%
DAL vs AON
+947.6%
-555.4%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -2.8% | +4.9% | +4.0% |
| 7D | +8.8% | +4.4% | +4.4% | +5.8% |
| 30D | +5.4% | +24.1% | -18.7% | -9.0% |
| 3M | -4.9% | -7.0% | +2.0% | -1.3% |
| 6M | +19.8% | +9.1% | +10.7% | +10.4% |
| YTD | +27.0% | -4.4% | +31.4% | +25.9% |
| 1Y | +52.5% | -0.8% | +53.2% | +46.9% |
| 3Y | +173.8% | +5.1% | +168.7% | +144.0% |
| 5Y | +104.5% | +20.4% | +84.1% | +61.5% |
| 10Y | +129.7% | +239.2% | -109.5% | -24.8% |
| All | +392.2% | +947.6% | -555.4% | -35.0% |
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