+47.9%
XBI vs AXON
-40.7%
+88.6%
-14.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +1.8% | +0.8% | +2.5% |
| 7D | +1.0% | +0.2% | +0.8% | +1.0% |
| 30D | +1.9% | +3.0% | -1.1% | +1.6% |
| 3M | +4.8% | -30.1% | +34.9% | +7.1% |
| 6M | +19.3% | +7.7% | +11.6% | +18.5% |
| YTD | +30.6% | -25.3% | +55.9% | +31.7% |
| 1Y | +47.9% | -39.9% | +87.8% | +50.5% |
| All | +47.9% | -40.7% | +88.6% | +50.5% |
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 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