+5,075.2%
AXON vs ITOT
+896.7%
+4,178.5%
-91.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ITOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -0.3% | -3.9% | -3.8% |
| 7D | -14.2% | +0.1% | -14.3% | -14.1% |
| 30D | -15.4% | 0.0% | -15.4% | -15.1% |
| 3M | +0.5% | +2.0% | -1.5% | -1.5% |
| 6M | -9.5% | +13.0% | -22.5% | -22.5% |
| YTD | -9.2% | +14.0% | -23.2% | -22.9% |
| 1Y | -29.4% | +19.9% | -49.3% | -43.8% |
| 3Y | +139.4% | +75.8% | +63.6% | +15.1% |
| 5Y | +178.9% | +73.8% | +105.1% | +37.4% |
| 10Y | +1,840.8% | +295.9% | +1,544.9% | +211.7% |
| All | +5,075.2% | +896.7% | +4,178.5% | +110.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ITOT.
Daily Out/Under-Performance
Portfolio return minus ITOT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ITOT 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 ITOT 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