+112,002.2%
AXON vs IVZ
+114.8%
+111,887.4%
-91.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IVZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | +1.1% | -5.3% | -4.6% |
| 7D | -14.2% | +0.6% | -14.8% | -14.3% |
| 30D | -15.4% | +4.0% | -19.4% | -16.6% |
| 3M | +0.5% | +18.2% | -17.7% | -6.3% |
| 6M | -9.5% | +32.8% | -42.3% | -19.6% |
| YTD | -9.2% | +28.7% | -37.9% | -18.6% |
| 1Y | -29.4% | +55.4% | -84.8% | -41.3% |
| 3Y | +139.4% | +135.2% | +4.2% | +62.5% |
| 5Y | +178.9% | +64.2% | +114.7% | +111.5% |
| 10Y | +1,840.8% | +64.6% | +1,776.2% | +1,202.4% |
| All | +112,002.2% | +114.8% | +111,887.4% | +51,115.5% |
Cumulative growth
Daily Returns
Daily percentage return beside IVZ.
Daily Out/Under-Performance
Portfolio return minus IVZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IVZ 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 IVZ 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