+146.5%
ASX vs AXON
-40.7%
+187.2%
-30.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | +1.8% | -5.8% | -4.0% |
| 7D | -14.6% | +0.2% | -14.8% | -14.6% |
| 30D | -21.1% | +3.0% | -24.1% | -21.1% |
| 3M | -3.1% | -30.1% | +27.1% | -1.4% |
| 6M | +17.4% | +7.7% | +9.6% | +14.5% |
| YTD | +135.3% | -25.3% | +160.6% | +140.9% |
| 1Y | +146.5% | -39.9% | +186.4% | +159.9% |
| All | +146.5% | -40.7% | +187.2% | +159.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling