+253.1%
IONQ vs AON
+50.6%
+202.5%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | -3.5% | -2.2% | -4.3% |
| 7D | +1.3% | -7.9% | +9.2% | +4.9% |
| 30D | -10.3% | -14.6% | +4.3% | -4.7% |
| 3M | -32.7% | -7.9% | -24.8% | -32.2% |
| 6M | +6.3% | -8.0% | +14.3% | +6.2% |
| YTD | -15.0% | -13.2% | -1.8% | -12.6% |
| 1Y | -13.3% | -16.4% | +3.1% | -9.1% |
| 3Y | +97.2% | -6.7% | +103.9% | +86.6% |
| 5Y | +278.7% | +8.0% | +270.7% | +200.8% |
| All | +253.1% | +50.6% | +202.5% | +172.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling