+1,304.8%
AXON vs OVV
+50.1%
+1,254.8%
-64.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -18.2% | -0.6% | -17.5% | -18.1% |
| 7D | -26.8% | -16.7% | -10.2% | -24.8% |
| 30D | -22.9% | -1.5% | -21.4% | -22.8% |
| 3M | -40.1% | +1.6% | -41.7% | -40.5% |
| 6M | -18.9% | +2.0% | -20.9% | -19.9% |
| YTD | -44.9% | +56.8% | -101.7% | -49.8% |
| 1Y | -46.7% | +64.8% | -111.5% | -52.0% |
| 3Y | +44.3% | +38.3% | +6.1% | +31.6% |
| 5Y | +71.4% | +84.9% | -13.5% | +43.6% |
| All | +1,304.8% | +50.1% | +1,254.8% | +852.8% |
Cumulative growth
Daily Returns
Daily percentage return beside OVV.
Daily Out/Under-Performance
Portfolio return minus OVV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OVV 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 OVV 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