+112,002.2%
AXON vs IJH
+944.8%
+111,057.4%
-91.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IJH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | +0.1% | -4.3% | -4.3% |
| 7D | -14.2% | +0.1% | -14.3% | -14.2% |
| 30D | -15.4% | -1.5% | -13.9% | -13.7% |
| 3M | +0.5% | +0.8% | -0.3% | -0.1% |
| 6M | -9.5% | +7.6% | -17.1% | -16.6% |
| YTD | -9.2% | +15.5% | -24.7% | -22.5% |
| 1Y | -29.4% | +16.9% | -46.3% | -40.5% |
| 3Y | +139.4% | +48.1% | +91.3% | +53.0% |
| 5Y | +178.9% | +47.8% | +131.1% | +79.7% |
| 10Y | +1,840.8% | +178.6% | +1,662.2% | +496.8% |
| All | +112,002.2% | +944.8% | +111,057.4% | +9,721.4% |
Cumulative growth
Daily Returns
Daily percentage return beside IJH.
Daily Out/Under-Performance
Portfolio return minus IJH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IJH 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 IJH 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