+1,028.0%
AXON vs D
+44.7%
+983.3%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | D | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.2% | -0.4% | -0.2% |
| 7D | -27.4% | +2.4% | -29.8% | -27.7% |
| 30D | -28.5% | +10.9% | -39.4% | -29.9% |
| 3M | -49.3% | +2.8% | -52.1% | -49.5% |
| 6M | -25.0% | +12.7% | -37.7% | -26.8% |
| YTD | -46.7% | +20.3% | -67.0% | -48.8% |
| 1Y | -48.3% | +17.1% | -65.4% | -50.0% |
| 3Y | +38.8% | +75.1% | -36.3% | +20.5% |
| 5Y | +77.7% | +13.1% | +64.6% | +70.0% |
| 10Y | +1,028.0% | +48.3% | +979.8% | +1,016.3% |
| All | +1,028.0% | +44.7% | +983.3% | +1,016.3% |
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