+1,060.5%
AXON vs AR
+58.9%
+1,001.5%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | +1.5% | +2.7% | +4.1% |
| 7D | -25.6% | +2.1% | -27.7% | -25.8% |
| 30D | -23.9% | +4.5% | -28.4% | -24.4% |
| 3M | -50.4% | +1.0% | -51.4% | -50.6% |
| 6M | -20.0% | +4.4% | -24.4% | -20.8% |
| YTD | -44.5% | +10.9% | -55.3% | -45.7% |
| 1Y | -44.9% | +8.6% | -53.4% | -46.0% |
| 3Y | +44.7% | +48.5% | -3.8% | +35.4% |
| 5Y | +86.7% | +95.7% | -9.1% | +65.5% |
| 10Y | +1,060.5% | +55.5% | +1,005.0% | +931.5% |
| All | +1,060.5% | +58.9% | +1,001.5% | +931.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AR.
Daily Out/Under-Performance
Portfolio return minus AR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AR 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 AR 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