-43.4%
AXON vs IBB
+29.7%
-73.1%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -0.4% | +3.1% | +2.9% |
| 7D | +0.8% | -0.5% | +1.3% | +1.0% |
| 30D | -22.8% | +4.6% | -27.3% | -24.4% |
| 3M | -48.8% | +6.8% | -55.6% | -50.3% |
| 6M | -16.3% | +23.1% | -39.4% | -23.5% |
| YTD | -44.5% | +26.0% | -70.5% | -50.6% |
| 1Y | -43.4% | +30.4% | -73.8% | -50.9% |
| All | -43.4% | +29.7% | -73.1% | -50.9% |
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