+166.3%
AXON vs OSCR
+89.4%
+76.9%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OSCR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +2.6% | -4.9% | -2.6% |
| 7D | -11.0% | +1.1% | -12.1% | -11.1% |
| 30D | -24.7% | +16.5% | -41.2% | -26.2% |
| 3M | +7.0% | +17.0% | -10.0% | +4.8% |
| 6M | -9.6% | +145.0% | -154.6% | -19.1% |
| YTD | -15.7% | +126.7% | -142.4% | -24.0% |
| 1Y | -35.9% | +67.2% | -103.2% | -41.0% |
| 3Y | +123.0% | +405.1% | -282.1% | +69.0% |
| 5Y | +166.3% | +86.2% | +80.1% | +115.7% |
| All | +166.3% | +89.4% | +76.9% | +115.7% |
Cumulative growth
Daily Returns
Daily percentage return beside OSCR.
Daily Out/Under-Performance
Portfolio return minus OSCR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OSCR 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 OSCR 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