+170.5%
AXON vs NTR
+55.5%
+115.0%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | 0.0% | -3.1% | -3.1% |
| 7D | -3.3% | +0.5% | -3.9% | -3.4% |
| 30D | -17.8% | +21.7% | -39.6% | -19.0% |
| 3M | +8.3% | +22.8% | -14.5% | +6.5% |
| 6M | -12.4% | +8.2% | -20.6% | -13.2% |
| YTD | -13.7% | +32.9% | -46.6% | -16.7% |
| 1Y | -33.1% | +45.3% | -78.4% | -36.2% |
| 3Y | +128.2% | +41.7% | +86.6% | +116.6% |
| 5Y | +170.5% | +49.8% | +120.7% | +148.7% |
| All | +170.5% | +55.5% | +115.0% | +148.7% |
Cumulative growth
Daily Returns
Daily percentage return beside NTR.
Daily Out/Under-Performance
Portfolio return minus NTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NTR 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 NTR 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