+76.4%
AXON vs D
+82.3%
-5.8%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | D | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.8% | -0.2% | -9.7% | -9.8% |
| 7D | -12.7% | +6.9% | -19.6% | -13.0% |
| 30D | -8.6% | +12.3% | -20.9% | -9.2% |
| 3M | -37.2% | +3.0% | -40.3% | -37.4% |
| 6M | +0.5% | +12.8% | -12.3% | 0.0% |
| YTD | -32.6% | +22.6% | -55.2% | -33.3% |
| 1Y | -40.2% | +21.7% | -61.8% | -40.7% |
| All | +76.4% | +82.3% | -5.8% | +66.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling