+143.0%
AXON vs OVV
+45.7%
+97.3%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -1.7% | -2.4% | -3.9% |
| 7D | -14.2% | +0.3% | -14.4% | -14.2% |
| 30D | -15.4% | +11.7% | -27.1% | -16.8% |
| 3M | +0.5% | +9.8% | -9.3% | -1.2% |
| 6M | -9.5% | +26.6% | -36.1% | -14.6% |
| YTD | -9.2% | +67.0% | -76.2% | -20.7% |
| 1Y | -29.4% | +55.9% | -85.3% | -37.4% |
| All | +143.0% | +45.7% | +97.3% | +107.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling