+1,046.6%
AXON vs NI
+197.8%
+848.8%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +0.5% | +2.2% | +2.6% |
| 7D | +0.8% | +4.3% | -3.5% | -0.3% |
| 30D | -22.8% | +12.4% | -35.1% | -25.0% |
| 3M | -48.8% | +10.2% | -58.9% | -50.0% |
| 6M | -16.3% | -0.8% | -15.5% | -16.5% |
| YTD | -44.5% | +13.2% | -57.7% | -46.9% |
| 1Y | -43.4% | +10.1% | -53.5% | -45.5% |
| 3Y | +44.3% | +103.1% | -58.8% | +15.2% |
| 5Y | +85.1% | +115.5% | -30.4% | +43.7% |
| All | +1,046.6% | +197.8% | +848.8% | +850.9% |
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