+643.3%
AXON vs AVTR
+3.6%
+639.7%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +1.9% | -3.9% | -2.6% |
| 7D | -2.5% | +7.4% | -9.9% | -4.6% |
| 30D | -11.5% | +12.2% | -23.7% | -14.5% |
| 3M | +7.3% | +57.4% | -50.1% | -7.6% |
| 6M | -11.9% | +86.7% | -98.6% | -28.3% |
| YTD | -11.0% | +33.1% | -44.1% | -19.8% |
| 1Y | -31.8% | +16.1% | -47.9% | -37.3% |
| 3Y | +135.4% | -24.6% | +160.0% | +133.6% |
| 5Y | +176.9% | -63.5% | +240.3% | +266.6% |
| All | +643.3% | +3.6% | +639.7% | +475.6% |
Cumulative growth
Daily Returns
Daily percentage return beside AVTR.
Daily Out/Under-Performance
Portfolio return minus AVTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AVTR 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 2016-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded AVTR 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling