+24,515.1%
AXON vs OVV
+148.3%
+24,366.8%
-91.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.8% | -2.9% | -7.0% | -9.2% |
| 7D | -12.7% | -14.9% | +2.2% | -9.4% |
| 30D | -8.6% | -0.9% | -7.7% | -8.6% |
| 3M | -37.2% | +5.6% | -42.8% | -38.5% |
| 6M | +0.5% | -2.5% | +3.0% | -0.5% |
| YTD | -32.6% | +57.8% | -90.5% | -41.3% |
| 1Y | -40.2% | +70.1% | -110.3% | -49.0% |
| 3Y | +76.1% | +35.1% | +41.0% | +54.9% |
| 5Y | +109.5% | +86.1% | +23.4% | +59.8% |
| 10Y | +1,640.5% | +55.5% | +1,585.0% | +884.3% |
| All | +24,515.1% | +148.3% | +24,366.8% | +10,057.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling