+414.3%
ASX vs AXON
+105.6%
+308.7%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -20.8% | -9.8% | -11.0% | -18.7% |
| 7D | -33.3% | -12.7% | -20.6% | -31.1% |
| 30D | -36.5% | -8.6% | -27.9% | -35.0% |
| 3M | -19.2% | -37.2% | +18.0% | -12.0% |
| 6M | -10.2% | +0.5% | -10.7% | -13.2% |
| YTD | +86.5% | -32.6% | +119.1% | +95.2% |
| 1Y | +89.6% | -40.2% | +129.8% | +104.3% |
| 3Y | +298.6% | +76.1% | +222.5% | +181.9% |
| 5Y | +414.3% | +109.5% | +304.8% | +193.4% |
| All | +414.3% | +105.6% | +308.7% | +193.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling