+1,304.8%
AXON vs PTC
+334.9%
+969.9%
-64.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -18.2% | +0.2% | -18.4% | -18.3% |
| 7D | -26.8% | -0.2% | -26.6% | -26.7% |
| 30D | -22.9% | +0.8% | -23.7% | -23.2% |
| 3M | -40.1% | +32.1% | -72.2% | -49.7% |
| 6M | -18.9% | +42.6% | -61.5% | -35.7% |
| YTD | -44.9% | +12.0% | -56.9% | -50.1% |
| 1Y | -46.7% | +12.2% | -58.8% | -51.8% |
| 3Y | +44.3% | +31.2% | +13.1% | +17.7% |
| 5Y | +71.4% | +54.9% | +16.5% | +25.9% |
| All | +1,304.8% | +334.9% | +969.9% | +577.3% |
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