+1,304.8%
AXON vs AR
+44.3%
+1,260.5%
-64.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -18.2% | -0.8% | -17.4% | -18.1% |
| 7D | -26.8% | -14.3% | -12.6% | -25.5% |
| 30D | -22.9% | +1.4% | -24.3% | -23.1% |
| 3M | -40.1% | +3.4% | -43.5% | -40.5% |
| 6M | -18.9% | -2.1% | -16.8% | -19.1% |
| YTD | -44.9% | +4.7% | -49.6% | -45.7% |
| 1Y | -46.7% | +10.6% | -57.3% | -47.9% |
| 3Y | +44.3% | +24.6% | +19.7% | +37.7% |
| 5Y | +71.4% | +71.9% | -0.5% | +54.3% |
| All | +1,304.8% | +44.3% | +1,260.5% | +1,172.6% |
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