+1,016.4%
AXON vs INDA
+115.8%
+900.5%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -0.1% | -2.6% | -2.6% |
| 7D | -19.7% | +3.1% | -22.8% | -21.4% |
| 30D | -25.7% | +9.1% | -34.8% | -29.8% |
| 3M | -48.8% | +3.2% | -52.0% | -49.9% |
| 6M | -22.0% | +8.5% | -30.5% | -25.9% |
| YTD | -45.9% | -4.6% | -41.3% | -44.6% |
| 1Y | -46.1% | -5.5% | -40.6% | -44.4% |
| 3Y | +40.9% | +16.7% | +24.2% | +25.5% |
| 5Y | +80.2% | +9.0% | +71.2% | +67.3% |
| All | +1,016.4% | +115.8% | +900.5% | +622.6% |
Cumulative growth
Daily Returns
Daily percentage return beside INDA.
Daily Out/Under-Performance
Portfolio return minus INDA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INDA 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 10y: compounded portfolio wealth divided by compounded INDA 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…
10y analysis · Full analysis span regression · 6 months rolling