+1,060.5%
AXON vs ALK
-41.4%
+1,101.9%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | -1.2% | +5.5% | +4.6% |
| 7D | -25.6% | +2.6% | -28.2% | -26.3% |
| 30D | -23.9% | +7.8% | -31.7% | -25.9% |
| 3M | -50.4% | -15.2% | -35.2% | -48.2% |
| 6M | -20.0% | +5.0% | -25.1% | -22.5% |
| YTD | -44.5% | -18.4% | -26.0% | -42.6% |
| 1Y | -44.9% | -2.4% | -42.5% | -46.2% |
| 3Y | +44.7% | +19.8% | +25.0% | +23.8% |
| 5Y | +86.7% | -27.8% | +114.5% | +85.2% |
| 10Y | +1,060.5% | -42.0% | +1,102.4% | +943.4% |
| All | +1,060.5% | -41.4% | +1,101.9% | +943.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ALK.
Daily Out/Under-Performance
Portfolio return minus ALK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALK 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 ALK 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