-3.3%
AON vs IBB
+64.8%
-68.1%
-24.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -2.2% | -0.1% | -1.8% |
| 7D | -3.2% | -1.7% | -1.6% | -2.9% |
| 30D | -11.9% | +4.9% | -16.7% | -12.8% |
| 3M | -2.9% | +24.2% | -27.1% | -7.0% |
| 6M | -6.8% | +23.8% | -30.7% | -10.9% |
| YTD | -10.1% | +23.0% | -33.0% | -14.1% |
| 1Y | -14.2% | +46.2% | -60.4% | -21.9% |
| 3Y | -3.3% | +64.8% | -68.1% | -17.3% |
| All | -3.3% | +64.8% | -68.1% | -17.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling