+914.8%
IGV vs AXON
+64,658.7%
-63,743.9%
-62.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -18.2% | +18.1% | +2.7% |
| 7D | -5.2% | -26.8% | +21.6% | -0.8% |
| 30D | -10.0% | -22.9% | +12.9% | -6.6% |
| 3M | -0.5% | -40.1% | +39.5% | +7.0% |
| 6M | +12.6% | -18.9% | +31.5% | +14.9% |
| YTD | -6.4% | -44.9% | +38.5% | +0.7% |
| 1Y | -9.5% | -46.7% | +37.2% | -2.2% |
| 3Y | +41.7% | +44.3% | -2.6% | +29.2% |
| 5Y | +12.7% | +71.4% | -58.7% | -1.4% |
| 10Y | +354.1% | +1,324.0% | -969.9% | +192.9% |
| All | +914.8% | +64,658.7% | -63,743.9% | +337.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling