+125.0%
XBI vs AXON
+1,027.4%
-902.4%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -2.6% | -0.6% | -2.7% |
| 7D | +1.9% | -19.7% | +21.6% | +6.3% |
| 30D | +3.0% | -25.7% | +28.7% | +9.3% |
| 3M | -5.1% | -48.8% | +43.7% | +8.9% |
| 6M | +12.2% | -22.0% | +34.2% | +14.7% |
| YTD | +24.1% | -45.9% | +70.1% | +35.8% |
| 1Y | +33.1% | -46.1% | +79.1% | +45.6% |
| 3Y | +127.3% | +40.9% | +86.4% | +76.8% |
| 5Y | +20.2% | +80.2% | -60.0% | -17.5% |
| All | +125.0% | +1,027.4% | -902.4% | +1.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling