+176.9%
AXON vs NI
+100.2%
+76.6%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +1.2% | -3.2% | -2.2% |
| 7D | -2.5% | +2.3% | -4.8% | -2.9% |
| 30D | -11.5% | -1.7% | -9.8% | -11.3% |
| 3M | +7.3% | -8.0% | +15.3% | +8.6% |
| 6M | -11.9% | -8.6% | -3.3% | -11.1% |
| YTD | -11.0% | +2.3% | -13.3% | -13.1% |
| 1Y | -31.8% | +6.9% | -38.7% | -34.5% |
| 3Y | +135.4% | +70.6% | +64.8% | +99.0% |
| 5Y | +176.9% | +96.4% | +80.5% | +142.4% |
| All | +176.9% | +100.2% | +76.6% | +142.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling