-48.1%
AXON vs IOVA
+237.6%
-285.8%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +1.6% | -4.8% | -3.1% |
| 7D | -28.7% | +1.9% | -30.6% | -28.6% |
| 30D | -28.3% | -44.1% | +15.8% | -29.5% |
| 3M | -46.9% | +28.9% | -75.8% | -45.8% |
| 6M | -24.9% | +125.7% | -150.6% | -22.4% |
| YTD | -46.6% | +199.3% | -245.9% | -47.5% |
| All | -48.1% | +237.6% | -285.8% | -49.4% |
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