+180.0%
AXON vs FRSH
-72.4%
+252.4%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FRSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -1.4% | -1.6% | -2.6% |
| 7D | -3.3% | -9.6% | +6.2% | -0.4% |
| 30D | -17.8% | -0.4% | -17.4% | -17.7% |
| 3M | +8.3% | +27.2% | -18.9% | +0.9% |
| 6M | -12.4% | +42.2% | -54.5% | -21.1% |
| YTD | -13.7% | -2.6% | -11.1% | -14.5% |
| 1Y | -33.1% | -10.2% | -22.9% | -32.4% |
| 3Y | +128.2% | -45.5% | +173.7% | +152.6% |
| All | +180.0% | -72.4% | +252.4% | +195.4% |
Cumulative growth
Daily Returns
Daily percentage return beside FRSH.
Daily Out/Under-Performance
Portfolio return minus FRSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FRSH 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 5y: compounded portfolio wealth divided by compounded FRSH 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…
5y analysis · Full analysis span regression · 6 months rolling