+1,028.0%
AXON vs IOVA
+12.2%
+1,015.8%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.1% | +0.9% | -0.1% |
| 7D | -27.4% | -8.5% | -18.9% | -26.8% |
| 30D | -28.5% | -44.7% | +16.3% | -25.4% |
| 3M | -49.3% | +26.2% | -75.5% | -51.5% |
| 6M | -25.0% | +123.2% | -148.2% | -34.0% |
| YTD | -46.7% | +196.0% | -242.7% | -55.5% |
| 1Y | -48.3% | +240.9% | -289.2% | -57.7% |
| 3Y | +38.8% | +103.5% | -64.7% | +1.2% |
| 5Y | +77.7% | -65.5% | +143.2% | +56.5% |
| 10Y | +1,028.0% | +7.0% | +1,021.0% | +684.6% |
| All | +1,028.0% | +12.2% | +1,015.8% | +684.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling