+176.5%
DLR vs AON
+204.8%
-28.3%
-48.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -1.7% | +3.4% | +2.3% |
| 7D | +0.1% | -6.3% | +6.4% | +2.2% |
| 30D | -4.3% | -14.1% | +9.8% | +0.2% |
| 3M | +3.8% | -9.5% | +13.3% | +6.3% |
| 6M | +5.8% | -4.0% | +9.9% | +5.6% |
| YTD | +23.5% | -13.8% | +37.3% | +27.7% |
| 1Y | +11.1% | -18.3% | +29.4% | +16.9% |
| 3Y | +57.9% | -7.2% | +65.1% | +55.5% |
| 5Y | +44.0% | +7.3% | +36.6% | +32.0% |
| All | +176.5% | +204.8% | -28.3% | +66.5% |
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 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