+230.2%
AXON vs OPEN
-86.9%
+317.1%
-65.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +0.7% | -3.9% | -3.2% |
| 7D | -28.7% | -21.7% | -7.1% | -26.5% |
| 30D | -28.3% | -36.5% | +8.2% | -24.5% |
| 3M | -46.9% | -59.5% | +12.6% | -41.2% |
| 6M | -24.9% | -71.9% | +47.0% | -13.7% |
| YTD | -46.6% | -75.8% | +29.2% | -38.1% |
| 1Y | -49.7% | -78.5% | +28.8% | -41.5% |
| 3Y | +40.6% | -30.2% | +70.8% | +17.5% |
| 5Y | +71.9% | -93.3% | +165.2% | +86.2% |
| All | +230.2% | -86.9% | +317.1% | +225.3% |
Cumulative growth
Daily Returns
Daily percentage return beside OPEN.
Daily Out/Under-Performance
Portfolio return minus OPEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OPEN 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 OPEN 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