-7.2%
AON vs FLNC
-62.9%
+55.7%
-25.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FLNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +2.5% | -4.1% | -1.6% |
| 7D | -6.3% | -4.1% | -2.3% | -6.3% |
| 30D | -14.1% | -24.8% | +10.7% | -14.3% |
| 3M | -9.5% | -59.1% | +49.6% | -9.9% |
| 6M | -4.0% | -42.0% | +37.9% | -4.4% |
| YTD | -13.8% | -49.8% | +36.0% | -14.1% |
| 1Y | -18.3% | +43.1% | -61.4% | -18.6% |
| 3Y | -7.2% | -61.0% | +53.8% | -5.4% |
| All | -7.2% | -62.9% | +55.7% | -5.4% |
Cumulative growth
Daily Returns
Daily percentage return beside FLNC.
Daily Out/Under-Performance
Portfolio return minus FLNC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FLNC 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 3y: compounded portfolio wealth divided by compounded FLNC 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…
3y analysis · Full analysis span regression · 6 months rolling