+1,060.5%
AXON vs DRI
+339.9%
+720.6%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | +0.1% | +4.1% | +4.2% |
| 7D | -25.6% | -0.7% | -24.9% | -25.4% |
| 30D | -23.9% | +14.7% | -38.6% | -27.8% |
| 3M | -50.4% | +5.4% | -55.9% | -51.6% |
| 6M | -20.0% | +18.8% | -38.8% | -25.8% |
| YTD | -44.5% | +28.4% | -72.8% | -50.4% |
| 1Y | -44.9% | +37.7% | -82.5% | -52.2% |
| 3Y | +44.7% | +68.0% | -23.2% | +13.4% |
| 5Y | +86.7% | +78.8% | +7.9% | +41.7% |
| 10Y | +1,060.5% | +334.2% | +726.3% | +496.8% |
| All | +1,060.5% | +339.9% | +720.6% | +496.8% |
Cumulative growth
Daily Returns
Daily percentage return beside DRI.
Daily Out/Under-Performance
Portfolio return minus DRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DRI 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 DRI 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