+77.2%
AXON vs INDA
+8.0%
+69.2%
-64.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -18.2% | +1.7% | -19.9% | -19.3% |
| 7D | -26.8% | +6.6% | -33.5% | -30.2% |
| 30D | -22.9% | +10.4% | -33.3% | -28.2% |
| 3M | -40.1% | +1.5% | -41.6% | -40.8% |
| 6M | -18.9% | +1.7% | -20.6% | -20.0% |
| YTD | -44.9% | -5.8% | -39.0% | -43.1% |
| 1Y | -46.7% | -5.1% | -41.6% | -45.2% |
| 3Y | +44.3% | +16.0% | +28.3% | +21.7% |
| All | +77.2% | +8.0% | +69.2% | +46.5% |
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