+176.9%
AXON vs PNR
-17.7%
+194.6%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PNR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -2.6% | +0.7% | -0.7% |
| 7D | -2.5% | -3.0% | +0.5% | -1.0% |
| 30D | -11.5% | -14.9% | +3.4% | -4.1% |
| 3M | +7.3% | -19.0% | +26.3% | +17.6% |
| 6M | -11.9% | -35.9% | +24.0% | +8.4% |
| YTD | -11.0% | -43.1% | +32.1% | +15.7% |
| 1Y | -31.8% | -46.4% | +14.6% | -8.4% |
| 3Y | +135.4% | -10.8% | +146.2% | +130.1% |
| 5Y | +176.9% | -18.9% | +195.7% | +177.2% |
| All | +176.9% | -17.7% | +194.6% | +177.2% |
Cumulative growth
Daily Returns
Daily percentage return beside PNR.
Daily Out/Under-Performance
Portfolio return minus PNR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PNR 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 5y: compounded portfolio wealth divided by compounded PNR 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…
5y analysis · Full analysis span regression · 6 months rolling