+197.7%
AON vs IONS
+87.6%
+110.0%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -2.6% | +0.9% | -1.4% |
| 7D | -6.3% | -6.7% | +0.4% | -5.7% |
| 30D | -14.1% | -4.1% | -10.0% | -13.8% |
| 3M | -9.5% | -26.6% | +17.1% | -7.2% |
| 6M | -4.0% | -27.5% | +23.5% | -1.5% |
| YTD | -13.8% | -31.5% | +17.7% | -11.2% |
| 1Y | -18.3% | -15.3% | -2.9% | -17.7% |
| 3Y | -7.2% | +31.3% | -38.5% | -13.0% |
| 5Y | +7.3% | +50.2% | -42.9% | -2.8% |
| All | +197.7% | +87.6% | +110.0% | +165.8% |
Cumulative growth
Daily Returns
Daily percentage return beside IONS.
Daily Out/Under-Performance
Portfolio return minus IONS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IONS 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 10y: compounded portfolio wealth divided by compounded IONS 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…
10y analysis · Full analysis span regression · 6 months rolling