-29.4%
AXON vs AU
+100.5%
-129.8%
-55.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -2.3% | -1.8% | -3.9% |
| 7D | -14.2% | -3.6% | -10.5% | -13.8% |
| 30D | -15.4% | +23.9% | -39.3% | -16.9% |
| 3M | +0.5% | +19.1% | -18.6% | -1.0% |
| 6M | -9.5% | -0.2% | -9.3% | -10.6% |
| YTD | -9.2% | +32.5% | -41.7% | -11.3% |
| 1Y | -29.4% | +96.9% | -126.3% | -41.2% |
| All | -29.4% | +100.5% | -129.8% | -41.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AU.
Daily Out/Under-Performance
Portfolio return minus AU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AU 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 1y: compounded portfolio wealth divided by compounded AU 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…
1y analysis · Full analysis span regression · 6 months rolling