-46.1%
AXON vs AU
+14.0%
-60.1%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -4.8% | +2.1% | -2.1% |
| 7D | -19.7% | -1.1% | -18.6% | -19.9% |
| 30D | -25.7% | -4.4% | -21.3% | -25.6% |
| 3M | -48.8% | -10.0% | -38.8% | -48.2% |
| 6M | -22.0% | -14.5% | -7.5% | -20.8% |
| YTD | -45.9% | +6.4% | -52.3% | -49.1% |
| 1Y | -46.1% | +7.7% | -53.7% | -49.6% |
| All | -46.1% | +14.0% | -60.1% | -49.6% |
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