+143.0%
AXON vs LII
+5.3%
+137.6%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | +1.2% | -5.3% | -4.5% |
| 7D | -14.2% | -0.7% | -13.4% | -13.9% |
| 30D | -15.4% | -12.6% | -2.8% | -11.8% |
| 3M | +0.5% | -24.4% | +24.9% | +8.0% |
| 6M | -9.5% | -28.7% | +19.2% | -1.8% |
| YTD | -9.2% | -19.1% | +9.9% | -6.2% |
| 1Y | -29.4% | -29.7% | +0.3% | -23.7% |
| All | +143.0% | +5.3% | +137.6% | +112.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling