+44.3%
AXON vs FND
-39.5%
+83.8%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -2.2% | +4.9% | +3.3% |
| 7D | +0.8% | -6.8% | +7.6% | +2.5% |
| 30D | -22.8% | +8.0% | -30.8% | -24.4% |
| 3M | -48.8% | -18.9% | -29.8% | -46.2% |
| 6M | -16.3% | +4.7% | -21.0% | -16.8% |
| YTD | -44.5% | -21.6% | -22.9% | -41.9% |
| 1Y | -43.4% | -22.0% | -21.4% | -40.7% |
| 3Y | +44.3% | -40.4% | +84.7% | +57.2% |
| All | +44.3% | -39.5% | +83.8% | +57.2% |
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