+1,787.9%
AXON vs NRG
+1,083.9%
+704.0%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.6% | -1.5% | -0.3% |
| 7D | -7.0% | -4.7% | -2.4% | -5.9% |
| 30D | -20.1% | -6.0% | -14.1% | -19.0% |
| 3M | +7.4% | -8.0% | +15.4% | +7.9% |
| 6M | -7.4% | -23.2% | +15.8% | -3.4% |
| YTD | -15.6% | -28.1% | +12.5% | -10.9% |
| 1Y | -36.2% | -27.3% | -8.9% | -33.2% |
| 3Y | +124.8% | +208.7% | -83.8% | +49.9% |
| 5Y | +166.6% | +197.7% | -31.1% | +76.2% |
| All | +1,787.9% | +1,083.9% | +704.0% | +1,075.7% |
Cumulative growth
Daily Returns
Daily percentage return beside NRG.
Daily Out/Under-Performance
Portfolio return minus NRG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NRG 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 NRG 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