+842.6%
ASX vs AXON
+1,278.1%
-435.4%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.6% | -3.1% | +11.8% | +9.2% |
| 7D | -12.3% | -28.7% | +16.5% | -6.7% |
| 30D | -26.0% | -28.3% | +2.3% | -21.4% |
| 3M | -8.1% | -46.9% | +38.8% | +2.6% |
| 6M | +1.4% | -24.9% | +26.3% | +3.9% |
| YTD | +115.6% | -46.6% | +162.2% | +133.6% |
| 1Y | +128.0% | -49.7% | +177.7% | +150.2% |
| 3Y | +371.4% | +40.6% | +330.8% | +289.7% |
| 5Y | +469.4% | +71.9% | +397.5% | +331.1% |
| 10Y | +842.6% | +1,180.9% | -338.2% | +475.8% |
| All | +842.6% | +1,278.1% | -435.4% | +475.8% |
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