+5,629.7%
AXON vs IQV
+511.9%
+5,117.8%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -1.4% | -2.8% | -3.5% |
| 7D | -14.2% | +2.3% | -16.5% | -15.0% |
| 30D | -15.4% | +13.4% | -28.8% | -20.2% |
| 3M | +0.5% | +43.3% | -42.8% | -15.9% |
| 6M | -9.5% | +50.5% | -60.0% | -26.3% |
| YTD | -9.2% | +18.8% | -28.0% | -17.8% |
| 1Y | -29.4% | +45.5% | -74.8% | -42.4% |
| 3Y | +139.4% | +19.4% | +120.0% | +103.2% |
| 5Y | +178.9% | +1.7% | +177.2% | +155.2% |
| 10Y | +1,840.8% | +247.9% | +1,592.9% | +829.5% |
| All | +5,629.7% | +511.9% | +5,117.8% | +2,250.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling