+1,060.5%
AXON vs LII
+172.8%
+887.7%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | +0.8% | +3.5% | +3.9% |
| 7D | -25.6% | -2.3% | -23.3% | -24.7% |
| 30D | -23.9% | -1.7% | -22.2% | -23.5% |
| 3M | -50.4% | -18.3% | -32.1% | -46.1% |
| 6M | -20.0% | -32.3% | +12.3% | -7.4% |
| YTD | -44.5% | -27.1% | -17.4% | -38.8% |
| 1Y | -44.9% | -27.2% | -17.7% | -39.3% |
| 3Y | +44.7% | -8.9% | +53.7% | +36.4% |
| 5Y | +86.7% | +19.7% | +67.0% | +47.7% |
| 10Y | +1,060.5% | +168.9% | +891.6% | +554.6% |
| All | +1,060.5% | +172.8% | +887.7% | +554.6% |
Cumulative growth
Daily Returns
Daily percentage return beside LII.
Daily Out/Under-Performance
Portfolio return minus LII return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LII 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 LII 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