-34.5%
AXON vs AU
+81.1%
-115.6%
-55.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +0.6% | -3.7% | -3.1% |
| 7D | -3.3% | +0.6% | -4.0% | -3.4% |
| 30D | -17.8% | +12.3% | -30.1% | -18.6% |
| 3M | +8.3% | +29.4% | -21.1% | +6.2% |
| 6M | -12.4% | +3.2% | -15.6% | -13.6% |
| YTD | -13.7% | +31.8% | -45.5% | -15.4% |
| All | -34.5% | +81.1% | -115.6% | -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