+76.4%
AXON vs OVV
+35.0%
+41.4%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.8% | -2.9% | -7.0% | -9.5% |
| 7D | -12.7% | -14.9% | +2.2% | -11.4% |
| 30D | -8.6% | -0.9% | -7.7% | -8.7% |
| 3M | -37.2% | +5.6% | -42.8% | -38.1% |
| 6M | +0.5% | -2.5% | +3.0% | +0.1% |
| YTD | -32.6% | +57.8% | -90.5% | -40.9% |
| 1Y | -40.2% | +70.1% | -110.3% | -48.9% |
| All | +76.4% | +35.0% | +41.4% | +52.6% |
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