+1,060.5%
AXON vs A
+308.8%
+751.7%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | -0.5% | +4.8% | +4.5% |
| 7D | -25.6% | -0.1% | -25.5% | -25.7% |
| 30D | -23.9% | +3.3% | -27.2% | -25.4% |
| 3M | -50.4% | +18.5% | -69.0% | -54.9% |
| 6M | -20.0% | +59.3% | -79.3% | -37.8% |
| YTD | -44.5% | +31.0% | -75.5% | -52.4% |
| 1Y | -44.9% | +19.3% | -64.2% | -50.5% |
| 3Y | +44.7% | +66.8% | -22.1% | +0.5% |
| 5Y | +86.7% | +15.5% | +71.2% | +58.6% |
| 10Y | +1,060.5% | +312.3% | +748.1% | +468.5% |
| All | +1,060.5% | +308.8% | +751.7% | +468.5% |
Cumulative growth
Daily Returns
Daily percentage return beside A.
Daily Out/Under-Performance
Portfolio return minus A return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × A 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 10y: compounded portfolio wealth divided by compounded A 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…
10y analysis · Full analysis span regression · 6 months rolling