+858.8%
IVV vs AXON
+75,157.7%
-74,299.0%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -9.8% | +5.4% | -3.3% |
| 7D | -4.8% | -12.7% | +7.9% | -3.3% |
| 30D | -5.9% | -8.6% | +2.7% | -5.0% |
| 3M | -4.5% | -37.2% | +32.7% | +0.1% |
| 6M | +1.8% | +0.5% | +1.3% | +0.5% |
| YTD | +8.4% | -32.6% | +41.0% | +11.1% |
| 1Y | +9.4% | -40.2% | +49.6% | +13.6% |
| 3Y | +75.3% | +76.1% | -0.8% | +57.0% |
| 5Y | +67.8% | +109.5% | -41.7% | +44.5% |
| 10Y | +314.2% | +1,640.5% | -1,326.3% | +172.7% |
| All | +858.8% | +75,157.7% | -74,299.0% | +364.9% |
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