-26.5%
FIS vs AON
-6.9%
-19.6%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -3.5% | +0.1% | -2.0% |
| 7D | -9.1% | -7.9% | -1.2% | -5.9% |
| 30D | -10.4% | -14.6% | +4.2% | -4.5% |
| 3M | -3.7% | -7.9% | +4.2% | -0.3% |
| 6M | -24.8% | -8.0% | -16.8% | -22.2% |
| YTD | -41.6% | -13.2% | -28.3% | -38.6% |
| 1Y | -42.7% | -16.4% | -26.3% | -39.2% |
| All | -26.5% | -6.9% | -19.6% | -23.5% |
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