+12.5%
IVV vs AXON
-45.9%
+58.4%
-8.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +4.3% | -3.0% | +1.0% |
| 7D | -0.9% | -25.6% | +24.7% | +1.1% |
| 30D | -2.3% | -23.9% | +21.5% | -0.6% |
| 3M | -1.2% | -50.4% | +49.3% | +3.5% |
| 6M | +3.3% | -20.0% | +23.3% | +4.1% |
| YTD | +12.3% | -44.5% | +56.8% | +15.6% |
| 1Y | +12.5% | -44.9% | +57.4% | +16.0% |
| All | +12.5% | -45.9% | +58.4% | +16.0% |
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