+143.0%
AXON vs AR
+40.7%
+102.2%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -0.7% | -3.5% | -4.1% |
| 7D | -14.2% | +2.5% | -16.7% | -14.6% |
| 30D | -15.4% | +14.8% | -30.2% | -17.6% |
| 3M | +0.5% | +6.2% | -5.7% | -0.8% |
| 6M | -9.5% | +4.3% | -13.8% | -10.9% |
| YTD | -9.2% | +14.4% | -23.6% | -12.8% |
| 1Y | -29.4% | +21.3% | -50.7% | -33.6% |
| All | +143.0% | +40.7% | +102.2% | +120.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling