-43.4%
AXON vs IOVA
+207.9%
-251.3%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +1.7% | +1.0% | +2.8% |
| 7D | +0.8% | -3.5% | +4.3% | +0.7% |
| 30D | -22.8% | -45.4% | +22.6% | -24.1% |
| 3M | -48.8% | +19.0% | -67.8% | -47.8% |
| 6M | -16.3% | +112.0% | -128.3% | -13.7% |
| YTD | -44.5% | +184.2% | -228.7% | -45.8% |
| 1Y | -43.4% | +222.0% | -265.4% | -45.3% |
| All | -43.4% | +207.9% | -251.3% | -45.3% |
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