+174.6%
ARM vs AXON
+49.1%
+125.5%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | -18.2% | +22.9% | +8.5% |
| 7D | -15.2% | -26.8% | +11.6% | -9.8% |
| 30D | -40.7% | -22.9% | -17.8% | -37.6% |
| 3M | -39.1% | -40.1% | +1.0% | -33.2% |
| 6M | -26.4% | -18.9% | -7.5% | -26.9% |
| YTD | +59.7% | -44.9% | +104.6% | +73.4% |
| 1Y | +10.3% | -46.7% | +57.0% | +20.8% |
| 3Y | +228.9% | +44.3% | +184.5% | +119.8% |
| All | +174.6% | +49.1% | +125.5% | +80.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling