-33.1%
AXON vs IQV
+34.3%
-67.4%
-55.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.9% | -2.2% | -2.6% |
| 7D | -3.3% | -2.6% | -0.7% | -2.0% |
| 30D | -17.8% | +6.2% | -24.0% | -20.1% |
| 3M | +8.3% | +38.0% | -29.7% | -7.4% |
| 6M | -12.4% | +43.9% | -56.3% | -26.5% |
| YTD | -13.7% | +14.0% | -27.7% | -21.5% |
| 1Y | -33.1% | +35.5% | -68.6% | -41.5% |
| All | -33.1% | +34.3% | -67.4% | -41.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling