+1,180.9%
AXON vs IOVA
+28.7%
+1,152.2%
-65.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +1.6% | -4.8% | -3.3% |
| 7D | -28.7% | +1.9% | -30.6% | -28.9% |
| 30D | -28.3% | -44.1% | +15.8% | -25.2% |
| 3M | -46.9% | +28.9% | -75.8% | -49.4% |
| 6M | -24.9% | +125.7% | -150.6% | -34.1% |
| YTD | -46.6% | +199.3% | -245.9% | -55.6% |
| 1Y | -49.7% | +255.2% | -304.9% | -59.2% |
| 3Y | +40.6% | +106.8% | -66.3% | +1.8% |
| 5Y | +71.9% | -67.1% | +138.9% | +52.6% |
| 10Y | +1,180.9% | +16.7% | +1,164.1% | +774.5% |
| All | +1,180.9% | +28.7% | +1,152.2% | +774.5% |
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