-18.9%
AXON vs IAU
-13.3%
-5.5%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -18.2% | -0.8% | -17.4% | -17.9% |
| 7D | -26.8% | +4.7% | -31.6% | -27.9% |
| 30D | -22.9% | -0.9% | -22.0% | -22.7% |
| 3M | -40.1% | -4.4% | -35.7% | -38.7% |
| 6M | -18.9% | -13.5% | -5.4% | -1.6% |
| All | -18.9% | -13.3% | -5.5% | -1.6% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling