Each bubble is a fund. X axis is annualized volatility, Y axis is trailing 5-year return, bubble area is AUM, color is strategy. The standard scatter you put in front of advisors when you're explaining alts positioning vs. a benchmark.
Inline SVG, no D3 dependency. Edit the FUNDS array. Each entry needs
name, strategy, risk, return, aum.
Axes auto-fit. Hover any bubble for the fund card.
const FUNDS = [ { name: "Blackstone PE", strategy: "PE", risk: 14, return: 17, aum: 12000 }, { name: "Apollo Direct Lending", strategy: "PC", risk: 6, return: 10, aum: 8400 }, { name: "Brookfield Core Infra", strategy: "Infra", risk: 4, return: 8, aum: 5100 }, // ... etc ];
Anchoring positioning conversations. "Here's the risk-return frontier and here's where we sit." Particularly useful when AUM (size) is a third dimension that contextualizes the X/Y position. Skip when you have <5 points — use a labeled table.
Sharpe-ratio reference lines (gray, dashed) anchor the diagonal — better-Sharpe funds sit upper-left. Click any bubble to lock its tooltip; click background to release. Suppress text labels on small bubbles to reduce crowding.