+112,002.2%
AXON vs PBR
+1,653.4%
+110,348.8%
-91.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PBR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -1.9% | -2.3% | -3.7% |
| 7D | -14.2% | +8.6% | -22.7% | -16.3% |
| 30D | -15.4% | +12.8% | -28.2% | -18.5% |
| 3M | +0.5% | +14.7% | -14.2% | -4.3% |
| 6M | -9.5% | +25.2% | -34.7% | -16.9% |
| YTD | -9.2% | +77.1% | -86.3% | -24.6% |
| 1Y | -29.4% | +69.6% | -98.9% | -40.9% |
| 3Y | +139.4% | +95.6% | +43.8% | +87.9% |
| 5Y | +178.9% | +501.8% | -322.8% | +46.1% |
| 10Y | +1,840.8% | +640.6% | +1,200.2% | +682.9% |
| All | +112,002.2% | +1,653.4% | +110,348.8% | +34,086.3% |
Cumulative growth
Daily Returns
Daily percentage return beside PBR.
Daily Out/Under-Performance
Portfolio return minus PBR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PBR 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 PBR 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