-39.9%
AXON vs IOVA
+362.8%
-402.7%
-51.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -1.5% | +3.3% | +1.7% |
| 7D | +0.2% | -41.3% | +41.5% | -2.1% |
| 30D | +3.0% | -38.5% | +41.5% | +0.9% |
| 3M | -30.1% | +99.5% | -129.7% | -25.1% |
| 6M | +7.7% | +126.0% | -118.2% | +15.0% |
| YTD | -25.3% | +218.7% | -244.0% | -20.9% |
| 1Y | -39.9% | +378.0% | -418.0% | -32.2% |
| All | -39.9% | +362.8% | -402.7% | -32.2% |
Cumulative growth
Daily Returns
Daily percentage return beside IOVA.
Daily Out/Under-Performance
Portfolio return minus IOVA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IOVA 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 1y: compounded portfolio wealth divided by compounded IOVA 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…
1y analysis · Full analysis span regression · 6 months rolling