+4,533.0%
AXON vs NRG
+1,284.9%
+3,248.1%
-91.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -1.0% | +3.7% | +3.0% |
| 7D | +0.8% | +10.0% | -9.2% | -2.5% |
| 30D | -22.8% | -3.2% | -19.5% | -23.2% |
| 3M | -48.8% | -18.5% | -30.2% | -46.5% |
| 6M | -16.3% | -25.3% | +9.0% | -12.0% |
| YTD | -44.5% | -38.1% | -6.3% | -39.0% |
| 1Y | -43.4% | -40.7% | -2.7% | -37.0% |
| 3Y | +44.3% | +121.8% | -77.5% | -3.0% |
| 5Y | +85.1% | +209.2% | -124.1% | +8.4% |
| 10Y | +1,060.5% | +981.4% | +79.1% | +304.5% |
| All | +4,533.0% | +1,284.9% | +3,248.1% | +1,247.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling