+115,564.4%
AXON vs FIS
+374.5%
+115,189.9%
-91.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -0.9% | -3.3% | -3.8% |
| 7D | -14.2% | +1.1% | -15.2% | -14.5% |
| 30D | -15.4% | -2.2% | -13.2% | -14.6% |
| 3M | +0.5% | +2.1% | -1.7% | -0.6% |
| 6M | -9.5% | -14.7% | +5.2% | -3.2% |
| YTD | -9.2% | -35.7% | +26.5% | +9.5% |
| 1Y | -29.4% | -37.1% | +7.7% | -14.5% |
| 3Y | +139.4% | -20.0% | +159.4% | +152.4% |
| 5Y | +178.9% | -62.1% | +241.0% | +289.4% |
| 10Y | +1,840.8% | -37.4% | +1,878.2% | +1,974.2% |
| All | +115,564.4% | +374.5% | +115,189.9% | +66,762.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling