+109.5%
AXON vs LII
+22.0%
+87.5%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.8% | -2.8% | -7.0% | -8.7% |
| 7D | -12.7% | +0.2% | -12.9% | -12.7% |
| 30D | -8.6% | -4.6% | -4.0% | -7.1% |
| 3M | -37.2% | -21.7% | -15.6% | -30.9% |
| 6M | +0.5% | -32.8% | +33.3% | +15.4% |
| YTD | -32.6% | -27.5% | -5.1% | -26.4% |
| 1Y | -40.2% | -28.0% | -12.2% | -34.5% |
| 3Y | +76.1% | -7.2% | +83.3% | +58.3% |
| 5Y | +109.5% | +22.6% | +86.9% | +39.6% |
| All | +109.5% | +22.0% | +87.5% | +39.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling