-64.8%
FIS vs AON
+9.0%
-73.8%
-66.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +1.0% | +0.2% | +0.7% |
| 7D | -8.9% | -5.9% | -3.0% | -6.1% |
| 30D | -9.9% | -13.7% | +3.7% | -3.4% |
| 3M | 0.0% | -8.3% | +8.3% | +4.1% |
| 6M | -22.9% | -3.6% | -19.3% | -21.5% |
| YTD | -40.9% | -12.4% | -28.5% | -37.4% |
| 1Y | -40.4% | -14.6% | -25.8% | -36.3% |
| 3Y | -25.4% | -5.7% | -19.6% | -25.0% |
| 5Y | -64.8% | +9.1% | -74.0% | -69.2% |
| All | -64.8% | +9.0% | -73.8% | -69.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling