+5,216.2%
ASX vs AXON
+75,157.7%
-69,941.5%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -20.8% | -9.8% | -11.0% | -19.3% |
| 7D | -33.3% | -12.7% | -20.6% | -31.8% |
| 30D | -36.5% | -8.6% | -27.9% | -35.5% |
| 3M | -19.2% | -37.2% | +18.0% | -14.1% |
| 6M | -10.2% | +0.5% | -10.7% | -11.7% |
| YTD | +86.5% | -32.6% | +119.1% | +92.6% |
| 1Y | +89.6% | -40.2% | +129.8% | +99.3% |
| 3Y | +298.6% | +76.1% | +222.5% | +247.6% |
| 5Y | +414.3% | +109.5% | +304.8% | +329.6% |
| 10Y | +711.1% | +1,640.5% | -929.4% | +390.4% |
| All | +5,216.2% | +75,157.7% | -69,941.5% | +1,472.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling