+112,002.2%
AXON vs AU
+774.5%
+111,227.7%
-91.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -2.3% | -1.8% | -3.9% |
| 7D | -14.2% | -3.6% | -10.5% | -13.7% |
| 30D | -15.4% | +23.9% | -39.3% | -17.7% |
| 3M | +0.5% | +19.1% | -18.6% | -2.1% |
| 6M | -9.5% | -0.2% | -9.3% | -10.4% |
| YTD | -9.2% | +32.5% | -41.7% | -13.7% |
| 1Y | -29.4% | +96.9% | -126.3% | -36.8% |
| 3Y | +139.4% | +614.7% | -475.3% | +76.5% |
| 5Y | +178.9% | +647.7% | -468.8% | +99.3% |
| 10Y | +1,840.8% | +679.2% | +1,161.6% | +1,161.0% |
| All | +112,002.2% | +774.5% | +111,227.7% | +77,175.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling