+107.9%
ASX vs AXON
-50.2%
+158.1%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | -18.2% | +24.6% | +7.7% |
| 7D | -19.9% | -26.8% | +6.9% | -17.8% |
| 30D | -30.9% | -22.9% | -8.0% | -29.2% |
| 3M | -15.1% | -40.1% | +25.0% | -12.2% |
| 6M | -6.5% | -18.9% | +12.4% | -6.8% |
| YTD | +98.4% | -44.9% | +143.3% | +110.0% |
| 1Y | +107.9% | -46.7% | +154.6% | +124.0% |
| All | +107.9% | -50.2% | +158.1% | +124.0% |
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 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