+143.0%
AXON vs LTH
+152.2%
-9.3%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LTH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | +0.3% | -4.5% | -4.2% |
| 7D | -14.2% | -0.6% | -13.5% | -14.1% |
| 30D | -15.4% | -4.6% | -10.8% | -14.5% |
| 3M | +0.5% | +32.8% | -32.3% | -5.0% |
| 6M | -9.5% | +64.6% | -74.1% | -19.0% |
| YTD | -9.2% | +62.6% | -71.8% | -18.8% |
| 1Y | -29.4% | +49.9% | -79.3% | -35.7% |
| All | +143.0% | +152.2% | -9.3% | +92.6% |
Cumulative growth
Daily Returns
Daily percentage return beside LTH.
Daily Out/Under-Performance
Portfolio return minus LTH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LTH 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 LTH 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