+182.3%
AXON vs RACE
+93.6%
+88.7%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -1.9% | -2.3% | -3.3% |
| 7D | -14.2% | -2.5% | -11.6% | -13.0% |
| 30D | -15.4% | +0.8% | -16.2% | -15.5% |
| 3M | +0.5% | +17.2% | -16.7% | -6.6% |
| 6M | -9.5% | +13.6% | -23.1% | -14.8% |
| YTD | -9.2% | +12.2% | -21.4% | -14.7% |
| 1Y | -29.4% | -16.3% | -13.1% | -24.6% |
| 3Y | +139.4% | +36.4% | +103.0% | +76.0% |
| All | +182.3% | +93.6% | +88.7% | +60.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling