+1,854.5%
AXON vs IBN
+312.4%
+1,542.1%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -2.5% | +0.6% | -1.3% |
| 7D | -2.5% | -2.2% | -0.3% | -1.9% |
| 30D | -11.5% | -2.3% | -9.2% | -11.0% |
| 3M | +7.3% | +15.9% | -8.6% | +3.0% |
| 6M | -11.9% | +5.6% | -17.5% | -13.3% |
| YTD | -11.0% | -0.1% | -10.9% | -11.2% |
| 1Y | -31.8% | -6.5% | -25.2% | -30.9% |
| 3Y | +135.4% | +29.3% | +106.1% | +115.4% |
| 5Y | +176.9% | +56.6% | +120.3% | +139.0% |
| 10Y | +1,854.5% | +314.4% | +1,540.1% | +1,311.6% |
| All | +1,854.5% | +312.4% | +1,542.1% | +1,311.6% |
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