-16.4%
AON vs IBB
+44.4%
-60.8%
-19.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -0.9% | -2.6% | -3.5% |
| 7D | -7.9% | -3.9% | -4.0% | -7.7% |
| 30D | -14.6% | +2.7% | -17.4% | -14.8% |
| 3M | -7.9% | +21.4% | -29.3% | -8.1% |
| 6M | -8.0% | +20.1% | -28.1% | -8.3% |
| YTD | -13.2% | +21.9% | -35.1% | -13.8% |
| 1Y | -16.4% | +44.1% | -60.6% | -21.1% |
| All | -16.4% | +44.4% | -60.8% | -21.1% |
Cumulative growth
Daily Returns
Daily percentage return beside IBB.
Daily Out/Under-Performance
Portfolio return minus IBB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBB 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 IBB 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