+293.0%
IBKR vs AON
-7.5%
+300.5%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -1.7% | +3.8% | +2.3% |
| 7D | -1.3% | -6.3% | +5.0% | -0.7% |
| 30D | -0.2% | -14.1% | +13.9% | +1.2% |
| 3M | +3.0% | -9.5% | +12.4% | +3.3% |
| 6M | +33.9% | -4.0% | +37.9% | +32.4% |
| YTD | +42.5% | -13.8% | +56.3% | +44.3% |
| 1Y | +44.9% | -18.3% | +63.1% | +49.2% |
| 3Y | +293.0% | -7.2% | +300.2% | +304.9% |
| All | +293.0% | -7.5% | +300.5% | +304.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AON.
Daily Out/Under-Performance
Portfolio return minus AON return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AON 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 3y: compounded portfolio wealth divided by compounded AON 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…
3y analysis · Full analysis span regression · 6 months rolling