-51.7%
FIG vs AON
+2.1%
-53.8%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | +4.4% | +0.8% | +1.9% |
| 7D | -4.7% | +9.4% | -14.1% | -10.9% |
| 30D | +0.5% | +27.0% | -26.5% | -16.2% |
| 3M | -18.4% | -3.1% | -15.3% | -17.2% |
| 6M | +10.9% | +10.0% | +0.9% | +3.4% |
| YTD | -40.8% | -1.6% | -39.2% | -45.7% |
| 1Y | -51.7% | +0.9% | -52.6% | -55.1% |
| All | -51.7% | +2.1% | -53.8% | -55.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling