+143.0%
AXON vs A
+26.9%
+116.1%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | +0.6% | -4.8% | -4.4% |
| 7D | -14.2% | -1.9% | -12.2% | -13.6% |
| 30D | -15.4% | +6.9% | -22.3% | -17.0% |
| 3M | +0.5% | +9.2% | -8.8% | -2.1% |
| 6M | -9.5% | +25.7% | -35.2% | -15.6% |
| YTD | -9.2% | +11.5% | -20.7% | -13.0% |
| 1Y | -29.4% | +18.4% | -47.7% | -33.3% |
| All | +143.0% | +26.9% | +116.1% | +108.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling