+172.0%
AXON vs FWONK
+97.7%
+74.3%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FWONK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.2% | -0.1% | 0.0% |
| 7D | -7.0% | +0.1% | -7.1% | -7.1% |
| 30D | -20.1% | -7.7% | -12.3% | -17.6% |
| 3M | +7.4% | +5.7% | +1.7% | +5.0% |
| 6M | -7.4% | +13.5% | -20.8% | -12.2% |
| YTD | -15.6% | -3.0% | -12.6% | -15.2% |
| 1Y | -36.2% | -6.4% | -29.8% | -35.3% |
| 3Y | +124.8% | +43.8% | +81.0% | +84.3% |
| All | +172.0% | +97.7% | +74.3% | +79.7% |
Cumulative growth
Daily Returns
Daily percentage return beside FWONK.
Daily Out/Under-Performance
Portfolio return minus FWONK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FWONK 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 FWONK 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