+1,028.0%
AXON vs IP
+24.7%
+1,003.3%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.1% | +0.9% | +0.2% |
| 7D | -27.4% | 0.0% | -27.4% | -27.4% |
| 30D | -28.5% | +9.4% | -37.8% | -30.6% |
| 3M | -49.3% | -14.1% | -35.2% | -46.7% |
| 6M | -25.0% | +9.2% | -34.2% | -27.3% |
| YTD | -46.7% | -7.5% | -39.2% | -46.2% |
| 1Y | -48.3% | -2.8% | -45.5% | -48.7% |
| 3Y | +38.8% | +21.2% | +17.6% | +18.4% |
| 5Y | +77.7% | -11.5% | +89.2% | +69.8% |
| 10Y | +1,028.0% | +23.7% | +1,004.4% | +701.0% |
| All | +1,028.0% | +24.7% | +1,003.3% | +701.0% |
Cumulative growth
Daily Returns
Daily percentage return beside IP.
Daily Out/Under-Performance
Portfolio return minus IP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IP 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 10y: compounded portfolio wealth divided by compounded IP 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…
10y analysis · Full analysis span regression · 6 months rolling