+1,046.6%
AXON vs PTC
+312.5%
+734.1%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -0.1% | +2.8% | +2.8% |
| 7D | +0.8% | +0.5% | +0.3% | +0.5% |
| 30D | -22.8% | +1.2% | -24.0% | -23.2% |
| 3M | -48.8% | +27.4% | -76.1% | -56.1% |
| 6M | -16.3% | +39.2% | -55.5% | -32.9% |
| YTD | -44.5% | +12.5% | -57.0% | -49.8% |
| 1Y | -43.4% | +12.3% | -55.7% | -48.8% |
| 3Y | +44.3% | +28.8% | +15.4% | +18.8% |
| 5Y | +85.1% | +60.9% | +24.2% | +33.5% |
| All | +1,046.6% | +312.5% | +734.1% | +458.9% |
Cumulative growth
Daily Returns
Daily percentage return beside PTC.
Daily Out/Under-Performance
Portfolio return minus PTC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PTC 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 10y: compounded portfolio wealth divided by compounded PTC 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…
10y analysis · Full analysis span regression · 6 months rolling