+2,901.6%
AXON vs IAU
+875.8%
+2,025.8%
-85.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -0.8% | -3.3% | -4.1% |
| 7D | -14.2% | -0.5% | -13.6% | -14.1% |
| 30D | -15.4% | +4.4% | -19.8% | -15.7% |
| 3M | +0.5% | -1.1% | +1.5% | +0.6% |
| 6M | -9.5% | -13.7% | +4.2% | -8.4% |
| YTD | -9.2% | +2.7% | -11.9% | -9.5% |
| 1Y | -29.4% | +24.6% | -54.0% | -30.9% |
| 3Y | +139.4% | +126.8% | +12.6% | +120.4% |
| 5Y | +178.9% | +139.5% | +39.4% | +154.5% |
| 10Y | +1,840.8% | +226.3% | +1,614.5% | +1,616.4% |
| All | +2,901.6% | +875.8% | +2,025.8% | +2,442.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling