+1,482.6%
AON vs IBN
+1,491.4%
-8.8%
-66.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -2.5% | +0.3% | -1.9% |
| 7D | -3.2% | -2.2% | -1.0% | -2.9% |
| 30D | -11.9% | -2.3% | -9.6% | -11.6% |
| 3M | -2.9% | +15.9% | -18.7% | -4.8% |
| 6M | -6.8% | +5.6% | -12.4% | -7.6% |
| YTD | -10.1% | -0.1% | -10.0% | -10.2% |
| 1Y | -14.2% | -6.5% | -7.7% | -13.7% |
| 3Y | -3.3% | +29.3% | -32.6% | -7.3% |
| 5Y | +13.6% | +56.6% | -43.0% | +5.7% |
| 10Y | +209.2% | +314.4% | -105.2% | +146.5% |
| All | +1,482.6% | +1,491.4% | -8.8% | +1,013.8% |
Cumulative growth
Daily Returns
Daily percentage return beside IBN.
Daily Out/Under-Performance
Portfolio return minus IBN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBN 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 1990-01-01 to 2026-09-08: compounded portfolio wealth divided by compounded IBN 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling