+1,060.5%
AXON vs RACE
+741.5%
+319.0%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | 0.0% | +4.3% | +4.3% |
| 7D | -25.6% | -3.9% | -21.8% | -24.0% |
| 30D | -23.9% | +6.8% | -30.7% | -26.2% |
| 3M | -50.4% | +1.3% | -51.8% | -50.6% |
| 6M | -20.0% | +26.3% | -46.3% | -28.6% |
| YTD | -44.5% | +13.8% | -58.3% | -48.3% |
| 1Y | -44.9% | -0.5% | -44.4% | -45.2% |
| 3Y | +44.7% | +25.6% | +19.1% | +18.2% |
| 5Y | +86.7% | +67.6% | +19.1% | +26.3% |
| 10Y | +1,060.5% | +724.7% | +335.8% | +345.0% |
| All | +1,060.5% | +741.5% | +319.0% | +345.0% |
Cumulative growth
Daily Returns
Daily percentage return beside RACE.
Daily Out/Under-Performance
Portfolio return minus RACE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RACE 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 RACE 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