+5,975.1%
AXON vs INDA
+122.9%
+5,852.2%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.6% | -0.8% | -0.5% |
| 7D | -27.4% | +6.2% | -33.6% | -29.9% |
| 30D | -28.5% | +12.4% | -40.8% | -33.1% |
| 3M | -49.3% | +3.2% | -52.4% | -50.2% |
| 6M | -25.0% | +3.8% | -28.8% | -26.7% |
| YTD | -46.7% | -4.3% | -42.4% | -45.6% |
| 1Y | -48.3% | -4.5% | -43.8% | -47.1% |
| 3Y | +38.8% | +17.1% | +21.7% | +25.4% |
| 5Y | +77.7% | +11.0% | +66.7% | +65.5% |
| 10Y | +1,028.0% | +107.5% | +920.5% | +640.6% |
| All | +5,975.1% | +122.9% | +5,852.2% | +3,764.1% |
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