+1,304.8%
AXON vs IBN
+367.6%
+937.2%
-64.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -18.2% | +4.2% | -22.4% | -19.3% |
| 7D | -26.8% | +15.1% | -41.9% | -29.9% |
| 30D | -22.9% | +21.6% | -44.6% | -27.3% |
| 3M | -40.1% | +11.2% | -51.3% | -42.1% |
| 6M | -18.9% | +27.8% | -46.6% | -24.6% |
| YTD | -44.9% | +14.7% | -59.6% | -47.3% |
| 1Y | -46.7% | +14.4% | -61.1% | -49.0% |
| 3Y | +44.3% | +52.1% | -7.8% | +25.4% |
| 5Y | +71.4% | +70.7% | +0.7% | +43.3% |
| All | +1,304.8% | +367.6% | +937.2% | +905.8% |
Cumulative growth
Daily Returns
Daily percentage return beside IBN.
Daily Out/Under-Performance
Portfolio return minus IBN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBN 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 10y: compounded portfolio wealth divided by compounded IBN 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…
10y analysis · Full analysis span regression · 6 months rolling