+1,007.5%
ASX vs AXON
+1,109.0%
-101.5%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | +4.3% | +2.3% | +5.8% |
| 7D | +0.8% | -25.6% | +26.5% | +6.5% |
| 30D | -20.4% | -23.9% | +3.5% | -16.3% |
| 3M | -2.1% | -50.4% | +48.3% | +11.0% |
| 6M | +8.2% | -20.0% | +28.2% | +9.6% |
| YTD | +137.3% | -44.5% | +181.7% | +155.4% |
| 1Y | +155.0% | -44.9% | +199.9% | +175.0% |
| 3Y | +397.9% | +44.7% | +353.2% | +308.1% |
| 5Y | +529.2% | +86.7% | +442.5% | +366.7% |
| 10Y | +1,007.5% | +1,060.5% | -53.0% | +555.0% |
| All | +1,007.5% | +1,109.0% | -101.5% | +555.0% |
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