-41.3%
FIS vs AON
+2.0%
-43.3%
-67.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | -0.9% | -5.2% | -5.8% |
| 7D | -3.5% | -3.2% | -0.3% | -2.3% |
| 30D | -19.4% | +21.7% | -41.1% | -26.0% |
| 3M | -31.6% | -5.1% | -26.4% | -30.7% |
| 6M | -32.5% | +5.9% | -38.4% | -34.3% |
| YTD | -56.0% | -4.8% | -51.2% | -55.8% |
| 1Y | -55.5% | -4.1% | -51.5% | -55.5% |
| All | -41.3% | +2.0% | -43.3% | -41.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling