+182.3%
AXON vs AR
+143.7%
+38.6%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -0.7% | -3.5% | -4.1% |
| 7D | -14.2% | +2.5% | -16.7% | -14.5% |
| 30D | -15.4% | +14.8% | -30.2% | -17.0% |
| 3M | +0.5% | +6.2% | -5.7% | -0.5% |
| 6M | -9.5% | +4.3% | -13.8% | -10.5% |
| YTD | -9.2% | +14.4% | -23.6% | -11.7% |
| 1Y | -29.4% | +21.3% | -50.7% | -32.2% |
| 3Y | +139.4% | +39.8% | +99.6% | +124.6% |
| All | +182.3% | +143.7% | +38.6% | +168.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling