+1,304.8%
AXON vs D
+42.6%
+1,262.3%
-64.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | D | Excess | Alpha |
|---|---|---|---|---|
| 1D | -18.2% | -1.5% | -16.7% | -17.9% |
| 7D | -26.8% | +3.0% | -29.8% | -27.2% |
| 30D | -22.9% | +11.5% | -34.4% | -24.4% |
| 3M | -40.1% | +3.7% | -43.8% | -40.5% |
| 6M | -18.9% | +13.5% | -32.4% | -20.8% |
| YTD | -44.9% | +20.7% | -65.6% | -47.0% |
| 1Y | -46.7% | +18.2% | -64.9% | -48.5% |
| 3Y | +44.3% | +73.3% | -29.0% | +26.7% |
| 5Y | +71.4% | +12.3% | +59.1% | +64.7% |
| All | +1,304.8% | +42.6% | +1,262.3% | +1,362.2% |
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