-48.3%
AXON vs IBB
+36.9%
-85.1%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.1% | +0.9% | +0.4% |
| 7D | -27.4% | +0.8% | -28.2% | -27.5% |
| 30D | -28.5% | +5.2% | -33.6% | -30.2% |
| 3M | -49.3% | +8.6% | -57.9% | -51.2% |
| 6M | -25.0% | +27.8% | -52.9% | -32.4% |
| YTD | -46.7% | +28.8% | -75.5% | -52.7% |
| 1Y | -48.3% | +36.4% | -84.7% | -54.7% |
| All | -48.3% | +36.9% | -85.1% | -54.7% |
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