+155.0%
ASX vs AXON
-45.9%
+200.9%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | +4.3% | +2.3% | +6.3% |
| 7D | +0.8% | -25.6% | +26.5% | +3.4% |
| 30D | -20.4% | -23.9% | +3.5% | -18.5% |
| 3M | -2.1% | -50.4% | +48.3% | +2.5% |
| 6M | +8.2% | -20.0% | +28.2% | +8.4% |
| YTD | +137.3% | -44.5% | +181.7% | +151.3% |
| 1Y | +155.0% | -44.9% | +199.9% | +171.7% |
| All | +155.0% | -45.9% | +200.9% | +171.7% |
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