-41.5%
ACHR vs AXON
+315.3%
-356.8%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -2.0% | +4.1% | +3.0% |
| 7D | +4.9% | -2.5% | +7.3% | +5.8% |
| 30D | +4.3% | -11.5% | +15.8% | +10.1% |
| 3M | +1.7% | +7.3% | -5.6% | -2.7% |
| 6M | -6.9% | -11.9% | +5.1% | -4.3% |
| YTD | -22.5% | -11.0% | -11.5% | -21.7% |
| 1Y | -31.5% | -31.8% | +0.3% | -22.8% |
| 3Y | -14.4% | +135.4% | -149.8% | -44.1% |
| 5Y | -41.6% | +176.9% | -218.5% | -68.9% |
| All | -41.5% | +315.3% | -356.8% | -69.3% |
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