+182.3%
AXON vs INDA
+8.8%
+173.5%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | 0.0% | -4.2% | -4.2% |
| 7D | -14.2% | +0.7% | -14.9% | -14.6% |
| 30D | -15.4% | -0.8% | -14.6% | -14.9% |
| 3M | +0.5% | +3.9% | -3.5% | -2.0% |
| 6M | -9.5% | -0.7% | -8.8% | -9.1% |
| YTD | -9.2% | -7.7% | -1.5% | -4.7% |
| 1Y | -29.4% | -5.1% | -24.3% | -27.4% |
| 3Y | +139.4% | +13.6% | +125.8% | +105.9% |
| All | +182.3% | +8.8% | +173.5% | +138.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling