+1,721.9%
AXON vs IAU
+793.8%
+928.1%
-85.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -18.2% | -0.8% | -17.4% | -18.1% |
| 7D | -26.8% | +4.7% | -31.6% | -27.1% |
| 30D | -22.9% | -0.9% | -22.0% | -22.8% |
| 3M | -40.1% | -4.4% | -35.7% | -39.8% |
| 6M | -18.9% | -13.5% | -5.4% | -17.8% |
| YTD | -44.9% | -5.9% | -39.0% | -44.6% |
| 1Y | -46.7% | +1.9% | -48.6% | -46.8% |
| 3Y | +44.3% | +104.1% | -59.7% | +34.2% |
| 5Y | +71.4% | +121.0% | -49.6% | +57.6% |
| 10Y | +1,324.0% | +204.1% | +1,120.0% | +1,166.9% |
| All | +1,721.9% | +793.8% | +928.1% | +1,456.0% |
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