-46.7%
AXON vs IBB
+35.8%
-82.4%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -18.2% | +1.7% | -19.9% | -19.1% |
| 7D | -26.8% | -1.8% | -25.0% | -25.9% |
| 30D | -22.9% | +5.1% | -28.0% | -24.7% |
| 3M | -40.1% | +10.7% | -50.8% | -42.7% |
| 6M | -18.9% | +22.9% | -41.8% | -25.3% |
| YTD | -44.9% | +26.7% | -71.6% | -50.4% |
| 1Y | -46.7% | +35.1% | -81.8% | -52.1% |
| All | -46.7% | +35.8% | -82.4% | -52.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling