+1,852.6%
AXON vs D
+35.0%
+1,817.5%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | D | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -1.4% | -2.8% | -3.9% |
| 7D | -14.2% | +0.4% | -14.6% | -14.2% |
| 30D | -15.4% | -3.6% | -11.8% | -14.7% |
| 3M | +0.5% | -1.0% | +1.5% | +0.7% |
| 6M | -9.5% | +6.3% | -15.8% | -10.8% |
| YTD | -9.2% | +14.7% | -23.9% | -11.9% |
| 1Y | -29.4% | +16.9% | -46.3% | -31.9% |
| 3Y | +139.4% | +56.8% | +82.6% | +113.2% |
| 5Y | +178.9% | +5.2% | +173.7% | +171.0% |
| All | +1,852.6% | +35.0% | +1,817.5% | +1,864.4% |
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