+1,180.9%
AXON vs IT
+96.9%
+1,083.9%
-65.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +0.5% | -3.6% | -3.3% |
| 7D | -28.7% | -18.8% | -9.9% | -22.6% |
| 30D | -28.3% | -0.1% | -28.2% | -28.5% |
| 3M | -46.9% | +2.9% | -49.8% | -48.0% |
| 6M | -24.9% | +20.4% | -45.3% | -32.1% |
| YTD | -46.6% | -24.3% | -22.3% | -42.7% |
| 1Y | -49.7% | -17.2% | -32.5% | -48.0% |
| 3Y | +40.6% | -52.4% | +93.0% | +75.4% |
| 5Y | +71.9% | -43.7% | +115.6% | +91.5% |
| 10Y | +1,180.9% | +90.3% | +1,090.6% | +700.1% |
| All | +1,180.9% | +96.9% | +1,083.9% | +700.1% |
Cumulative growth
Daily Returns
Daily percentage return beside IT.
Daily Out/Under-Performance
Portfolio return minus IT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IT 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 10y: compounded portfolio wealth divided by compounded IT 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…
10y analysis · Full analysis span regression · 6 months rolling