+167.4%
IONQ vs AON
+67.6%
+99.8%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | +1.5% | -7.9% | -6.9% |
| 7D | -11.5% | +1.0% | -12.5% | -11.8% |
| 30D | -8.1% | +23.2% | -31.3% | -15.9% |
| 3M | -35.8% | -5.0% | -30.8% | -35.1% |
| 6M | -47.7% | +9.3% | -57.1% | -51.9% |
| YTD | -35.6% | -3.4% | -32.2% | -37.1% |
| 1Y | -36.4% | -2.9% | -33.5% | -38.1% |
| 3Y | +150.0% | +3.6% | +146.4% | +126.0% |
| 5Y | +43.3% | +16.9% | +26.5% | +10.1% |
| All | +167.4% | +67.6% | +99.8% | +95.9% |
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 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