+138.7%
AXON vs FND
-48.3%
+187.0%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | +1.7% | -5.9% | -4.6% |
| 7D | -14.2% | -5.2% | -8.9% | -12.9% |
| 30D | -15.4% | -19.9% | +4.5% | -10.6% |
| 3M | +0.5% | +2.7% | -2.2% | +0.2% |
| 6M | -9.5% | -21.7% | +12.2% | -5.3% |
| YTD | -9.2% | -17.5% | +8.3% | -5.9% |
| 1Y | -29.4% | -39.3% | +9.9% | -23.2% |
| All | +138.7% | -48.3% | +187.0% | +153.5% |
Cumulative growth
Daily Returns
Daily percentage return beside FND.
Daily Out/Under-Performance
Portfolio return minus FND return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FND 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 FND 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