-48.1%
AXON vs IAU
+1.0%
-49.2%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +1.8% | -5.0% | -3.5% |
| 7D | -28.7% | +4.9% | -33.6% | -29.4% |
| 30D | -28.3% | -1.4% | -26.9% | -28.1% |
| 3M | -46.9% | -4.8% | -42.1% | -46.4% |
| 6M | -24.9% | -12.5% | -12.4% | -22.9% |
| YTD | -46.6% | -4.2% | -42.4% | -46.2% |
| All | -48.1% | +1.0% | -49.2% | -48.9% |
Cumulative growth
Daily Returns
Daily percentage return beside IAU.
Daily Out/Under-Performance
Portfolio return minus IAU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IAU 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 1y: compounded portfolio wealth divided by compounded IAU 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…
1y analysis · Full analysis span regression · 6 months rolling