+748.4%
ASX vs AXON
+1,304.2%
-555.8%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | -18.2% | +24.6% | +9.9% |
| 7D | -19.9% | -26.8% | +6.9% | -15.2% |
| 30D | -30.9% | -22.9% | -8.0% | -27.5% |
| 3M | -15.1% | -40.1% | +25.0% | -7.4% |
| 6M | -6.5% | -18.9% | +12.4% | -5.8% |
| YTD | +98.4% | -44.9% | +143.3% | +113.8% |
| 1Y | +107.9% | -46.7% | +154.6% | +125.5% |
| 3Y | +325.3% | +44.3% | +280.9% | +250.1% |
| 5Y | +447.3% | +71.4% | +375.9% | +315.1% |
| All | +748.4% | +1,304.2% | -555.8% | +430.8% |
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