+92,113.0%
AXON vs IP
+155.4%
+91,957.6%
-91.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +1.5% | +0.3% | +1.2% |
| 7D | +0.2% | +3.4% | -3.2% | -1.2% |
| 30D | +3.0% | +11.2% | -8.2% | -1.7% |
| 3M | -30.1% | -14.8% | -15.4% | -25.1% |
| 6M | +7.7% | +17.3% | -9.6% | -0.3% |
| YTD | -25.3% | -6.2% | -19.1% | -25.3% |
| 1Y | -39.9% | +2.3% | -42.3% | -42.3% |
| 3Y | +95.2% | +17.7% | +77.6% | +64.1% |
| 5Y | +129.9% | -8.4% | +138.3% | +112.1% |
| 10Y | +1,829.8% | +32.1% | +1,797.8% | +1,279.4% |
| All | +92,113.0% | +155.4% | +91,957.6% | +42,671.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling