+1,028.0%
AXON vs NI
+181.4%
+846.6%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.5% | -0.7% | -0.3% |
| 7D | -27.4% | +1.5% | -28.9% | -27.6% |
| 30D | -28.5% | +11.9% | -40.3% | -30.5% |
| 3M | -49.3% | +9.1% | -58.4% | -50.4% |
| 6M | -25.0% | -1.8% | -23.3% | -25.0% |
| YTD | -46.7% | +11.4% | -58.1% | -48.9% |
| 1Y | -48.3% | +6.4% | -54.6% | -49.7% |
| 3Y | +38.8% | +98.2% | -59.4% | +11.6% |
| 5Y | +77.7% | +110.1% | -32.4% | +39.0% |
| 10Y | +1,028.0% | +189.0% | +839.1% | +841.8% |
| All | +1,028.0% | +181.4% | +846.6% | +841.8% |
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