-5.3%
IGV vs AXON
-44.3%
+39.0%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +2.7% | -3.0% | -1.0% |
| 7D | +2.3% | +0.8% | +1.6% | +2.0% |
| 30D | -6.0% | -22.8% | +16.8% | +0.3% |
| 3M | -4.8% | -48.8% | +44.0% | +14.2% |
| 6M | +14.2% | -16.3% | +30.5% | +15.3% |
| YTD | -4.2% | -44.5% | +40.2% | +6.3% |
| 1Y | -5.3% | -43.4% | +38.1% | +4.1% |
| All | -5.3% | -44.3% | +39.0% | +4.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling