+109.5%
AXON vs RACE
+65.1%
+44.4%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.8% | -2.3% | -7.5% | -8.7% |
| 7D | -12.7% | +5.7% | -18.3% | -15.0% |
| 30D | -8.6% | +9.3% | -17.9% | -12.5% |
| 3M | -37.2% | +3.8% | -41.1% | -38.3% |
| 6M | +0.5% | +29.8% | -29.3% | -11.1% |
| YTD | -32.6% | +15.6% | -48.3% | -37.7% |
| 1Y | -40.2% | +5.1% | -45.2% | -42.1% |
| 3Y | +76.1% | +30.8% | +45.3% | +33.9% |
| 5Y | +109.5% | +67.4% | +42.0% | +22.7% |
| All | +109.5% | +65.1% | +44.4% | +22.7% |
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