+1,180.9%
AXON vs IBN
+368.7%
+812.2%
-65.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +1.7% | -4.8% | -3.6% |
| 7D | -28.7% | +14.6% | -43.3% | -31.6% |
| 30D | -28.3% | +23.5% | -51.8% | -32.7% |
| 3M | -46.9% | +14.0% | -60.9% | -49.0% |
| 6M | -24.9% | +31.1% | -56.0% | -30.7% |
| YTD | -46.6% | +16.6% | -63.2% | -49.2% |
| 1Y | -49.7% | +14.9% | -64.6% | -51.9% |
| 3Y | +40.6% | +56.9% | -16.3% | +21.1% |
| 5Y | +71.9% | +69.7% | +2.2% | +43.9% |
| 10Y | +1,180.9% | +365.4% | +815.5% | +800.7% |
| All | +1,180.9% | +368.7% | +812.2% | +800.7% |
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