+0.9%
AON vs FN
-25.7%
+26.6%
-29.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -6.0% | +10.4% | +3.8% |
| 7D | +9.4% | -7.0% | +16.4% | +8.8% |
| 30D | +27.0% | -24.7% | +51.7% | +23.9% |
| 3M | -3.1% | -35.7% | +32.6% | -6.3% |
| 6M | +10.0% | -52.4% | +62.4% | +4.7% |
| YTD | -1.6% | -25.0% | +23.4% | -2.2% |
| 1Y | +0.9% | -25.7% | +26.5% | -0.1% |
| All | +0.9% | -25.7% | +26.6% | -0.1% |
Cumulative growth
Daily Returns
Daily percentage return beside FN.
Daily Out/Under-Performance
Portfolio return minus FN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FN 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 1y: compounded portfolio wealth divided by compounded FN 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…
1y analysis · Full analysis span regression · 6 months rolling