-33.1%
AXON vs INDA
-7.9%
-25.2%
-55.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.9% | -2.2% | -2.5% |
| 7D | -3.3% | -2.6% | -0.7% | -1.7% |
| 30D | -17.8% | -2.9% | -14.9% | -16.3% |
| 3M | +8.3% | +2.4% | +5.9% | +7.2% |
| 6M | -12.4% | -2.6% | -9.7% | -14.3% |
| YTD | -13.7% | -10.0% | -3.8% | -16.1% |
| 1Y | -33.1% | -7.7% | -25.4% | -33.6% |
| All | -33.1% | -7.9% | -25.2% | -33.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling