+371.4%
ASX vs AXON
+31.7%
+339.7%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.6% | -3.1% | +11.8% | +9.0% |
| 7D | -12.3% | -28.7% | +16.5% | -8.7% |
| 30D | -26.0% | -28.3% | +2.3% | -23.0% |
| 3M | -8.1% | -46.9% | +38.8% | -1.5% |
| 6M | +1.4% | -24.9% | +26.3% | +2.7% |
| YTD | +115.6% | -46.6% | +162.2% | +127.8% |
| 1Y | +128.0% | -49.7% | +177.7% | +143.2% |
| 3Y | +371.4% | +40.6% | +330.8% | +267.4% |
| All | +371.4% | +31.7% | +339.7% | +267.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling