+77.2%
AXON vs IBN
+68.5%
+8.7%
-64.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -18.2% | +4.2% | -22.4% | -19.6% |
| 7D | -26.8% | +15.1% | -41.9% | -31.0% |
| 30D | -22.9% | +21.6% | -44.6% | -29.0% |
| 3M | -40.1% | +11.2% | -51.3% | -42.8% |
| 6M | -18.9% | +27.8% | -46.6% | -26.8% |
| YTD | -44.9% | +14.7% | -59.6% | -48.3% |
| 1Y | -46.7% | +14.4% | -61.1% | -50.0% |
| 3Y | +44.3% | +52.1% | -7.8% | +12.6% |
| All | +77.2% | +68.5% | +8.7% | +24.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling