+1,028.0%
AXON vs AR
+52.4%
+975.6%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +4.3% | -7.6% | -3.8% |
| 7D | -27.4% | -5.8% | -21.6% | -26.9% |
| 30D | -28.5% | +4.8% | -33.3% | -28.9% |
| 3M | -49.3% | +1.5% | -50.8% | -49.5% |
| 6M | -25.0% | +4.7% | -29.7% | -25.8% |
| YTD | -46.7% | +9.2% | -55.9% | -47.8% |
| 1Y | -48.3% | +11.2% | -59.4% | -49.5% |
| 3Y | +38.8% | +46.2% | -7.4% | +30.1% |
| 5Y | +77.7% | +98.1% | -20.3% | +57.4% |
| 10Y | +1,028.0% | +54.5% | +973.5% | +908.6% |
| All | +1,028.0% | +52.4% | +975.6% | +908.6% |
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