+83,065.2%
AXON vs IBB
+558.1%
+82,507.1%
-91.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.8% | -5.0% | -4.8% | -6.1% |
| 7D | -12.7% | -3.6% | -9.1% | -10.1% |
| 30D | -8.6% | +3.4% | -12.0% | -10.8% |
| 3M | -37.2% | +9.5% | -46.7% | -41.3% |
| 6M | +0.5% | +23.3% | -22.8% | -14.3% |
| YTD | -32.6% | +24.5% | -57.2% | -43.3% |
| 1Y | -40.2% | +32.9% | -73.1% | -52.1% |
| 3Y | +76.1% | +76.6% | -0.5% | +9.8% |
| 5Y | +109.5% | +35.5% | +74.0% | +61.5% |
| 10Y | +1,640.5% | +156.7% | +1,483.7% | +731.4% |
| All | +83,065.2% | +558.1% | +82,507.1% | +15,639.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling