+364.8%
IGV vs AXON
+1,027.4%
-662.6%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -2.6% | +1.9% | -0.1% |
| 7D | +2.5% | -19.7% | +22.2% | +8.0% |
| 30D | -8.6% | -25.7% | +17.1% | -1.7% |
| 3M | -1.6% | -48.8% | +47.2% | +16.4% |
| 6M | +13.4% | -22.0% | +35.4% | +18.1% |
| YTD | -4.0% | -45.9% | +41.9% | +8.8% |
| 1Y | -7.6% | -46.1% | +38.4% | +4.7% |
| 3Y | +39.3% | +40.9% | -1.6% | +15.4% |
| 5Y | +14.5% | +80.2% | -65.7% | -15.7% |
| All | +364.8% | +1,027.4% | -662.6% | +137.6% |
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