+1,060.5%
AXON vs IBB
+133.2%
+927.3%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | +0.4% | +3.8% | +3.9% |
| 7D | -25.6% | -1.4% | -24.3% | -25.0% |
| 30D | -23.9% | +6.8% | -30.7% | -27.7% |
| 3M | -50.4% | +9.2% | -59.6% | -53.9% |
| 6M | -20.0% | +28.3% | -48.4% | -34.3% |
| YTD | -44.5% | +29.4% | -73.8% | -54.9% |
| 1Y | -44.9% | +33.2% | -78.0% | -56.3% |
| 3Y | +44.7% | +90.2% | -45.4% | -18.1% |
| 5Y | +86.7% | +44.0% | +42.7% | +34.2% |
| 10Y | +1,060.5% | +133.1% | +927.4% | +501.2% |
| All | +1,060.5% | +133.2% | +927.3% | +501.2% |
Cumulative growth
Daily Returns
Daily percentage return beside IBB.
Daily Out/Under-Performance
Portfolio return minus IBB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBB 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 IBB 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