+12,236.6%
AXON vs IOVA
-91.6%
+12,328.2%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | +1.0% | -5.2% | -4.2% |
| 7D | -14.2% | +9.7% | -23.9% | -14.4% |
| 30D | -15.4% | +102.5% | -117.9% | -17.6% |
| 3M | +0.5% | +100.7% | -100.2% | -2.3% |
| 6M | -9.5% | +106.3% | -115.8% | -12.4% |
| YTD | -9.2% | +222.0% | -231.2% | -13.5% |
| 1Y | -29.4% | +299.5% | -328.9% | -33.5% |
| 3Y | +139.4% | +42.9% | +96.5% | +125.6% |
| 5Y | +178.9% | -65.0% | +243.9% | +169.3% |
| 10Y | +1,840.8% | +10.3% | +1,830.5% | +1,714.8% |
| All | +12,236.6% | -91.6% | +12,328.2% | +10,992.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling