+861.6%
ASX vs AXON
+1,827.7%
-966.2%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -4.2% | +4.4% | +1.0% |
| 7D | -0.7% | -14.2% | +13.4% | +2.0% |
| 30D | +2.0% | -15.4% | +17.4% | +4.5% |
| 3M | -1.3% | +0.5% | -1.8% | -3.0% |
| 6M | +71.4% | -9.5% | +80.9% | +70.5% |
| YTD | +135.3% | -9.2% | +144.5% | +131.9% |
| 1Y | +267.5% | -29.4% | +296.9% | +279.8% |
| 3Y | +388.5% | +139.4% | +249.1% | +268.7% |
| 5Y | +417.1% | +178.9% | +238.2% | +261.5% |
| All | +861.6% | +1,827.7% | -966.2% | +443.2% |
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