+354.8%
IGV vs AXON
+1,278.1%
-923.3%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -3.1% | +5.7% | +3.4% |
| 7D | -0.4% | -28.7% | +28.3% | +8.2% |
| 30D | -9.9% | -28.3% | +18.4% | -2.3% |
| 3M | -1.2% | -46.9% | +45.7% | +15.4% |
| 6M | +11.3% | -24.9% | +36.2% | +17.0% |
| YTD | -4.0% | -46.6% | +42.6% | +9.1% |
| 1Y | -7.3% | -49.7% | +42.4% | +6.8% |
| 3Y | +42.8% | +40.6% | +2.2% | +18.8% |
| 5Y | +13.7% | +71.9% | -58.2% | -14.9% |
| 10Y | +354.8% | +1,180.9% | -826.1% | +143.7% |
| All | +354.8% | +1,278.1% | -923.3% | +143.7% |
Cumulative growth
Daily Returns
Daily percentage return beside AXON.
Daily Out/Under-Performance
Portfolio return minus AXON return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AXON 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 AXON 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