+955.3%
XBI vs AXON
+5,345.3%
-4,390.0%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -4.2% | +3.8% | +0.6% |
| 7D | +0.9% | -14.2% | +15.0% | +4.0% |
| 30D | +7.1% | -15.4% | +22.5% | +10.2% |
| 3M | +22.9% | +0.5% | +22.4% | +20.8% |
| 6M | +29.7% | -9.5% | +39.2% | +29.0% |
| YTD | +34.5% | -9.2% | +43.7% | +32.3% |
| 1Y | +76.1% | -29.4% | +105.4% | +81.8% |
| 3Y | +103.2% | +139.4% | -36.2% | +50.0% |
| 5Y | +22.8% | +178.9% | -156.1% | -15.3% |
| 10Y | +176.3% | +1,840.8% | -1,664.5% | +15.0% |
| All | +955.3% | +5,345.3% | -4,390.0% | +168.7% |
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