+7,323.7%
AXON vs NRG
+1,598.0%
+5,725.7%
-91.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +0.5% | -2.5% | -2.2% |
| 7D | -2.5% | +9.3% | -11.7% | -5.4% |
| 30D | -11.5% | +1.3% | -12.8% | -12.1% |
| 3M | +7.3% | -6.0% | +13.3% | +7.1% |
| 6M | -11.9% | -22.0% | +10.0% | -7.7% |
| YTD | -11.0% | -24.1% | +13.1% | -6.6% |
| 1Y | -31.8% | -18.0% | -13.7% | -30.8% |
| 3Y | +135.4% | +220.0% | -84.6% | +43.0% |
| 5Y | +176.9% | +201.1% | -24.3% | +66.9% |
| 10Y | +1,854.5% | +1,085.1% | +769.4% | +568.7% |
| All | +7,323.7% | +1,598.0% | +5,725.7% | +1,962.2% |
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