+1,028.0%
AXON vs FIS
-55.6%
+1,083.6%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.1% | -0.1% | -0.2% |
| 7D | -27.4% | -27.4% | 0.0% | -19.5% |
| 30D | -28.5% | -16.8% | -11.6% | -25.0% |
| 3M | -49.3% | -32.6% | -16.6% | -42.3% |
| 6M | -25.0% | -33.4% | +8.4% | -14.5% |
| YTD | -46.7% | -56.0% | +9.3% | -29.1% |
| 1Y | -48.3% | -55.1% | +6.8% | -31.7% |
| 3Y | +38.8% | -41.4% | +80.2% | +58.9% |
| 5Y | +77.7% | -72.7% | +150.4% | +176.0% |
| 10Y | +1,028.0% | -55.5% | +1,083.5% | +1,296.7% |
| All | +1,028.0% | -55.6% | +1,083.6% | +1,296.7% |
Cumulative growth
Daily Returns
Daily percentage return beside FIS.
Daily Out/Under-Performance
Portfolio return minus FIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FIS 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 FIS 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