+209.2%
AON vs FN
+882.3%
-673.2%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | FN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +2.2% | -4.4% | -2.4% |
| 7D | -3.2% | +3.5% | -6.8% | -3.4% |
| 30D | -11.9% | -26.0% | +14.1% | -10.4% |
| 3M | -2.9% | -33.3% | +30.4% | -0.9% |
| 6M | -6.8% | -14.9% | +8.1% | -7.9% |
| YTD | -10.1% | -8.6% | -1.5% | -12.3% |
| 1Y | -14.2% | +12.3% | -26.5% | -18.7% |
| 3Y | -3.3% | +174.4% | -177.7% | -22.4% |
| 5Y | +13.6% | +296.4% | -282.8% | -16.9% |
| 10Y | +209.2% | +890.0% | -680.9% | +93.4% |
| All | +209.2% | +882.3% | -673.2% | +93.4% |
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 2016-09-08 to 2026-09-08: 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling