+1,786.0%
AXON vs NI
+143.3%
+1,642.7%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.6% | -1.7% | -2.1% |
| 7D | -11.0% | -0.6% | -10.4% | -10.9% |
| 30D | -24.7% | -1.4% | -23.3% | -24.5% |
| 3M | +7.0% | -10.6% | +17.6% | +9.7% |
| 6M | -9.6% | -9.9% | +0.3% | -7.9% |
| YTD | -15.7% | +1.2% | -16.9% | -17.0% |
| 1Y | -35.9% | +4.4% | -40.4% | -37.7% |
| 3Y | +123.0% | +68.6% | +54.4% | +87.7% |
| 5Y | +166.3% | +98.0% | +68.3% | +111.7% |
| All | +1,786.0% | +143.3% | +1,642.7% | +1,541.1% |
Cumulative growth
Daily Returns
Daily percentage return beside NI.
Daily Out/Under-Performance
Portfolio return minus NI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NI 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 NI 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