+3,595.7%
DLR vs AON
+1,911.2%
+1,684.5%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.2% | +1.5% | +0.9% |
| 7D | +1.6% | -9.1% | +10.7% | +5.8% |
| 30D | -3.4% | -10.2% | +6.9% | +1.1% |
| 3M | +0.5% | +0.5% | 0.0% | -1.0% |
| 6M | +4.6% | -4.8% | +9.4% | +5.0% |
| YTD | +23.4% | -8.0% | +31.4% | +25.2% |
| 1Y | +19.0% | -13.1% | +32.1% | +23.7% |
| 3Y | +56.5% | -1.3% | +57.8% | +49.2% |
| 5Y | +33.3% | +14.9% | +18.4% | +15.7% |
| 10Y | +165.1% | +214.9% | -49.8% | +25.5% |
| All | +3,595.7% | +1,911.2% | +1,684.5% | +696.0% |
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