+77.2%
AXON vs IBB
+37.5%
+39.7%
-64.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -18.2% | +1.7% | -19.9% | -19.4% |
| 7D | -26.8% | -1.8% | -25.0% | -25.9% |
| 30D | -22.9% | +5.1% | -28.0% | -25.6% |
| 3M | -40.1% | +10.7% | -50.8% | -44.2% |
| 6M | -18.9% | +22.9% | -41.8% | -30.0% |
| YTD | -44.9% | +26.7% | -71.6% | -53.7% |
| 1Y | -46.7% | +35.1% | -81.8% | -57.3% |
| 3Y | +44.3% | +80.2% | -35.9% | -14.1% |
| All | +77.2% | +37.5% | +39.7% | +38.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling