+1,046.6%
AXON vs IQV
+242.6%
+804.0%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -2.2% | +4.9% | +3.8% |
| 7D | +0.8% | -2.5% | +3.2% | +1.9% |
| 30D | -22.8% | +1.2% | -24.0% | -23.6% |
| 3M | -48.8% | +9.8% | -58.5% | -51.4% |
| 6M | -16.3% | +53.8% | -70.1% | -32.7% |
| YTD | -44.5% | +17.6% | -62.1% | -49.9% |
| 1Y | -43.4% | +18.6% | -62.0% | -49.2% |
| 3Y | +44.3% | +36.9% | +7.4% | +12.2% |
| 5Y | +85.1% | +4.1% | +81.0% | +66.7% |
| All | +1,046.6% | +242.6% | +804.0% | +515.9% |
Cumulative growth
Daily Returns
Daily percentage return beside IQV.
Daily Out/Under-Performance
Portfolio return minus IQV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IQV 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 IQV 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