+8.0%
AON vs IONS
+52.5%
-44.5%
-25.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -1.2% | -2.3% | -3.4% |
| 7D | -7.9% | -8.7% | +0.7% | -7.2% |
| 30D | -14.6% | -1.6% | -13.0% | -14.6% |
| 3M | -7.9% | -24.9% | +17.0% | -6.1% |
| 6M | -8.0% | -25.7% | +17.7% | -6.2% |
| YTD | -13.2% | -29.2% | +16.0% | -11.3% |
| 1Y | -16.4% | -13.0% | -3.4% | -16.2% |
| 3Y | -6.7% | +35.9% | -42.6% | -12.8% |
| 5Y | +8.0% | +54.5% | -46.5% | -2.3% |
| All | +8.0% | +52.5% | -44.5% | -2.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling