+109,776.1%
AXON vs AZO
+7,566.5%
+102,209.6%
-91.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -1.1% | -0.9% | -1.6% |
| 7D | -2.5% | -0.5% | -2.0% | -2.3% |
| 30D | -11.5% | -5.6% | -5.9% | -9.6% |
| 3M | +7.3% | -4.0% | +11.3% | +8.8% |
| 6M | -11.9% | -18.9% | +7.0% | -5.1% |
| YTD | -11.0% | -13.0% | +2.0% | -7.3% |
| 1Y | -31.8% | -30.4% | -1.3% | -22.9% |
| 3Y | +135.4% | +12.7% | +122.7% | +115.0% |
| 5Y | +176.9% | +89.6% | +87.2% | +101.7% |
| 10Y | +1,854.5% | +304.7% | +1,549.8% | +889.9% |
| All | +109,776.1% | +7,566.5% | +102,209.6% | +22,306.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AZO.
Daily Out/Under-Performance
Portfolio return minus AZO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AZO 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 AZO 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