+10,254.8%
AXON vs INDA
+115.1%
+10,139.7%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | 0.0% | -4.2% | -4.2% |
| 7D | -14.2% | +0.7% | -14.9% | -14.5% |
| 30D | -15.4% | -0.8% | -14.6% | -15.0% |
| 3M | +0.5% | +3.9% | -3.5% | -1.5% |
| 6M | -9.5% | -0.7% | -8.8% | -9.0% |
| YTD | -9.2% | -7.7% | -1.5% | -5.3% |
| 1Y | -29.4% | -5.1% | -24.3% | -27.5% |
| 3Y | +139.4% | +13.6% | +125.8% | +120.6% |
| 5Y | +178.9% | +7.8% | +171.1% | +164.6% |
| 10Y | +1,840.8% | +84.6% | +1,756.2% | +1,247.2% |
| All | +10,254.8% | +115.1% | +10,139.7% | +6,632.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling