+71.9%
AXON vs LII
+23.0%
+48.9%
-65.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +2.2% | -5.3% | -4.0% |
| 7D | -28.7% | -1.2% | -27.6% | -28.2% |
| 30D | -28.3% | -2.0% | -26.4% | -27.8% |
| 3M | -46.9% | -20.2% | -26.7% | -42.0% |
| 6M | -24.9% | -32.5% | +7.7% | -13.7% |
| YTD | -46.6% | -27.4% | -19.2% | -41.7% |
| 1Y | -49.7% | -28.2% | -21.5% | -44.8% |
| 3Y | +40.6% | -7.2% | +47.8% | +26.4% |
| 5Y | +71.9% | +19.9% | +52.0% | +16.5% |
| All | +71.9% | +23.0% | +48.9% | +16.5% |
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