+1,013.1%
AXON vs IQV
+253.3%
+759.8%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.3% | +1.1% | +0.4% |
| 7D | -27.4% | +4.8% | -32.2% | -29.3% |
| 30D | -28.5% | +5.9% | -34.3% | -30.8% |
| 3M | -49.3% | +13.7% | -63.0% | -52.7% |
| 6M | -25.0% | +54.0% | -79.0% | -39.8% |
| YTD | -46.7% | +22.1% | -68.8% | -52.8% |
| 1Y | -48.3% | +29.1% | -77.4% | -55.4% |
| 3Y | +38.8% | +40.4% | -1.6% | +6.8% |
| 5Y | +77.7% | +9.1% | +68.6% | +56.4% |
| All | +1,013.1% | +253.3% | +759.8% | +488.1% |
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