-44.9%
AXON vs OVV
+65.7%
-110.6%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | +3.0% | +1.2% | +5.2% |
| 7D | -25.6% | +1.2% | -26.9% | -25.5% |
| 30D | -23.9% | -2.5% | -21.4% | -24.4% |
| 3M | -50.4% | +0.5% | -50.9% | -50.1% |
| 6M | -20.0% | +8.5% | -28.5% | -16.4% |
| YTD | -44.5% | +64.5% | -108.9% | -36.3% |
| 1Y | -44.9% | +64.7% | -109.6% | -37.1% |
| All | -44.9% | +65.7% | -110.6% | -37.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling