+40.6%
AXON vs IBB
+86.3%
-45.8%
-65.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +2.8% | -5.9% | -4.2% |
| 7D | -28.7% | +2.7% | -31.4% | -29.4% |
| 30D | -28.3% | +6.3% | -34.6% | -29.9% |
| 3M | -46.9% | +11.1% | -58.0% | -48.8% |
| 6M | -24.9% | +29.2% | -54.1% | -31.0% |
| YTD | -46.6% | +30.2% | -76.8% | -51.2% |
| 1Y | -49.7% | +39.5% | -89.2% | -54.9% |
| 3Y | +40.6% | +92.3% | -51.8% | +8.4% |
| All | +40.6% | +86.3% | -45.8% | +8.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling