+1,987.7%
AXON vs FND
+66.0%
+1,921.7%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | +1.7% | -5.9% | -4.7% |
| 7D | -14.2% | -5.2% | -8.9% | -12.6% |
| 30D | -15.4% | -19.9% | +4.5% | -9.1% |
| 3M | +0.5% | +2.7% | -2.2% | -0.7% |
| 6M | -9.5% | -21.7% | +12.2% | -3.2% |
| YTD | -9.2% | -17.5% | +8.3% | -4.8% |
| 1Y | -29.4% | -39.3% | +9.9% | -19.2% |
| 3Y | +139.4% | -49.8% | +189.2% | +174.2% |
| 5Y | +178.9% | -60.1% | +239.0% | +226.9% |
| All | +1,987.7% | +66.0% | +1,921.7% | +1,603.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling