+5,667.5%
AON vs IONS
+170.3%
+5,497.2%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +6.4% | -4.9% | +1.0% |
| 7D | +1.0% | -26.3% | +27.3% | +3.0% |
| 30D | +23.2% | -31.9% | +55.1% | +26.3% |
| 3M | -5.0% | -48.0% | +43.0% | -0.8% |
| 6M | +9.3% | -62.6% | +71.9% | +16.4% |
| YTD | -3.4% | -63.3% | +59.9% | +2.9% |
| 1Y | -2.9% | -58.4% | +55.5% | +2.5% |
| 3Y | +3.6% | -38.2% | +41.9% | +4.8% |
| 5Y | +16.9% | -11.1% | +28.0% | +13.8% |
| 10Y | +234.4% | -31.7% | +266.1% | +222.5% |
| All | +5,667.5% | +170.3% | +5,497.2% | +4,106.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling