+1.8%
IVV vs AXON
-3.4%
+5.3%
-5.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -9.8% | +5.4% | -3.7% |
| 7D | -4.8% | -12.7% | +7.9% | -3.9% |
| 30D | -5.9% | -8.6% | +2.7% | -5.3% |
| 3M | -4.5% | -37.2% | +32.7% | -2.2% |
| 6M | +1.8% | +0.5% | +1.3% | +3.4% |
| All | +1.8% | -3.4% | +5.3% | +3.4% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling