+240.9%
AXON vs OPEN
-87.0%
+327.9%
-64.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -18.2% | -21.8% | +3.6% | -15.6% |
| 7D | -26.8% | -22.2% | -4.6% | -24.5% |
| 30D | -22.9% | -38.3% | +15.4% | -18.5% |
| 3M | -40.1% | -59.4% | +19.3% | -33.7% |
| 6M | -18.9% | -74.4% | +55.5% | -5.9% |
| YTD | -44.9% | -76.0% | +31.1% | -36.1% |
| 1Y | -46.7% | -78.7% | +32.0% | -38.0% |
| 3Y | +44.3% | -30.0% | +74.3% | +20.6% |
| 5Y | +71.4% | -93.7% | +165.1% | +87.6% |
| All | +240.9% | -87.0% | +327.9% | +236.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling