+1,180.9%
AXON vs PTC
+326.2%
+854.7%
-65.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +0.4% | -3.5% | -3.3% |
| 7D | -28.7% | +0.8% | -29.5% | -29.0% |
| 30D | -28.3% | +0.7% | -29.0% | -28.6% |
| 3M | -46.9% | +32.6% | -79.5% | -55.5% |
| 6M | -24.9% | +33.6% | -58.4% | -38.4% |
| YTD | -46.6% | +12.4% | -59.0% | -51.8% |
| 1Y | -49.7% | +11.2% | -60.9% | -54.3% |
| 3Y | +40.6% | +31.7% | +8.9% | +14.3% |
| 5Y | +71.9% | +60.1% | +11.8% | +24.3% |
| 10Y | +1,180.9% | +317.2% | +863.7% | +523.0% |
| All | +1,180.9% | +326.2% | +854.7% | +523.0% |
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