-44.9%
AXON vs CASY
+34.1%
-79.0%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | +2.2% | +2.0% | +4.4% |
| 7D | -25.6% | +5.8% | -31.5% | -25.4% |
| 30D | -23.9% | +10.7% | -34.6% | -23.5% |
| 3M | -50.4% | -13.9% | -36.6% | -51.6% |
| 6M | -20.0% | -18.4% | -1.6% | -21.5% |
| YTD | -44.5% | +29.6% | -74.1% | -45.8% |
| 1Y | -44.9% | +32.8% | -77.7% | -45.9% |
| All | -44.9% | +34.1% | -79.0% | -45.9% |
Cumulative growth
Daily Returns
Daily percentage return beside CASY.
Daily Out/Under-Performance
Portfolio return minus CASY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CASY 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 CASY 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