+1,016.4%
AXON vs D
+47.7%
+968.7%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | D | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -0.8% | -1.8% | -2.5% |
| 7D | -19.7% | -3.1% | -16.7% | -19.2% |
| 30D | -25.7% | +8.4% | -34.1% | -26.8% |
| 3M | -48.8% | +0.2% | -49.0% | -48.8% |
| 6M | -22.0% | +9.5% | -31.5% | -23.4% |
| YTD | -45.9% | +18.8% | -64.7% | -47.9% |
| 1Y | -46.1% | +14.7% | -60.8% | -47.7% |
| 3Y | +40.9% | +72.9% | -32.0% | +22.6% |
| 5Y | +80.2% | +13.1% | +67.1% | +72.3% |
| All | +1,016.4% | +47.7% | +968.7% | +996.7% |
Cumulative growth
Daily Returns
Daily percentage return beside D.
Daily Out/Under-Performance
Portfolio return minus D return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × D 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 10y: compounded portfolio wealth divided by compounded D 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…
10y analysis · Full analysis span regression · 6 months rolling