+1,016.4%
AXON vs ATI
+1,002.4%
+14.0%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ATI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +1.4% | -4.0% | -2.9% |
| 7D | -19.7% | +13.0% | -32.7% | -22.1% |
| 30D | -25.7% | +0.2% | -25.9% | -26.1% |
| 3M | -48.8% | -17.5% | -31.3% | -46.9% |
| 6M | -22.0% | +18.1% | -40.1% | -26.4% |
| YTD | -45.9% | +65.7% | -111.6% | -53.3% |
| 1Y | -46.1% | +91.9% | -138.0% | -55.1% |
| 3Y | +40.9% | +335.2% | -294.3% | -6.0% |
| 5Y | +80.2% | +1,004.3% | -924.1% | -4.5% |
| All | +1,016.4% | +1,002.4% | +14.0% | +446.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ATI.
Daily Out/Under-Performance
Portfolio return minus ATI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ATI 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 ATI 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