-2.9%
AON vs IONS
-60.0%
+57.1%
-29.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +6.4% | -4.9% | +1.4% |
| 7D | +1.0% | -26.3% | +27.3% | +1.2% |
| 30D | +23.2% | -31.9% | +55.1% | +23.6% |
| 3M | -5.0% | -48.0% | +43.0% | -4.1% |
| 6M | +9.3% | -62.6% | +71.9% | +11.3% |
| YTD | -3.4% | -63.3% | +59.9% | -1.2% |
| 1Y | -2.9% | -58.4% | +55.5% | -2.4% |
| All | -2.9% | -60.0% | +57.1% | -2.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling