+23.5%
IGV vs AXON
+179.8%
-156.4%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -4.2% | +2.0% | -0.9% |
| 7D | -4.5% | -14.2% | +9.7% | 0.0% |
| 30D | +3.2% | -15.4% | +18.6% | +7.7% |
| 3M | +4.5% | +0.5% | +4.0% | +2.6% |
| 6M | +22.1% | -9.5% | +31.6% | +22.5% |
| YTD | -1.0% | -9.2% | +8.2% | -1.7% |
| 1Y | -2.1% | -29.4% | +27.3% | +4.3% |
| 3Y | +44.6% | +139.4% | -94.8% | -7.2% |
| All | +23.5% | +179.8% | -156.4% | -34.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling