+224.0%
IONQ vs AON
+66.7%
+157.3%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.2% | -1.2% | -1.1% |
| 7D | +16.7% | +1.9% | +14.8% | +15.5% |
| 30D | -12.3% | +23.3% | -35.6% | -19.8% |
| 3M | -17.7% | -5.5% | -12.2% | -16.7% |
| 6M | -28.9% | +8.0% | -37.0% | -34.3% |
| YTD | -22.0% | -4.0% | -18.0% | -23.6% |
| 1Y | -36.8% | -1.7% | -35.1% | -39.0% |
| 3Y | +228.2% | +2.9% | +225.3% | +197.6% |
| 5Y | +91.9% | +17.2% | +74.7% | +47.5% |
| All | +224.0% | +66.7% | +157.3% | +137.9% |
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