+86.7%
AXON vs IOVA
-65.6%
+152.3%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | +0.1% | +4.1% | +4.3% |
| 7D | -25.6% | -7.0% | -18.6% | -25.4% |
| 30D | -23.9% | -44.4% | +20.5% | -22.6% |
| 3M | -50.4% | +24.7% | -75.1% | -51.3% |
| 6M | -20.0% | +118.6% | -138.7% | -24.3% |
| YTD | -44.5% | +196.3% | -240.8% | -48.9% |
| 1Y | -44.9% | +205.3% | -250.2% | -49.5% |
| 3Y | +44.7% | +103.8% | -59.1% | +18.9% |
| 5Y | +86.7% | -65.6% | +152.3% | +78.8% |
| All | +86.7% | -65.6% | +152.3% | +78.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling