+124.1%
XBI vs AXON
+1,058.0%
-933.9%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +2.7% | -3.1% | -1.0% |
| 7D | -1.1% | +0.8% | -1.9% | -1.3% |
| 30D | +2.6% | -22.8% | +25.3% | +7.9% |
| 3M | -4.0% | -48.8% | +44.7% | +10.2% |
| 6M | +10.9% | -16.3% | +27.2% | +11.6% |
| YTD | +23.6% | -44.5% | +68.1% | +34.4% |
| 1Y | +35.1% | -43.4% | +78.5% | +46.2% |
| 3Y | +125.2% | +44.3% | +80.9% | +74.3% |
| 5Y | +19.7% | +85.1% | -65.4% | -18.3% |
| All | +124.1% | +1,058.0% | -933.9% | +0.5% |
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 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