-46.7%
AXON vs IOVA
+255.8%
-302.4%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -18.2% | +3.9% | -22.1% | -18.1% |
| 7D | -26.8% | -5.2% | -21.6% | -26.9% |
| 30D | -22.9% | -37.8% | +14.9% | -23.9% |
| 3M | -40.1% | +29.5% | -69.6% | -38.7% |
| 6M | -18.9% | +96.6% | -115.5% | -15.7% |
| YTD | -44.9% | +194.5% | -239.4% | -45.7% |
| 1Y | -46.7% | +248.1% | -294.7% | -47.8% |
| All | -46.7% | +255.8% | -302.4% | -47.8% |
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