+1,652.5%
AXON vs RACE
+670.3%
+982.1%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.8% | -2.3% | -7.5% | -8.7% |
| 7D | -12.7% | +5.7% | -18.3% | -14.9% |
| 30D | -8.6% | +9.3% | -17.9% | -12.4% |
| 3M | -37.2% | +3.8% | -41.1% | -38.2% |
| 6M | +0.5% | +29.8% | -29.3% | -11.0% |
| YTD | -32.6% | +15.6% | -48.3% | -37.6% |
| 1Y | -40.2% | +5.1% | -45.2% | -42.1% |
| 3Y | +76.1% | +30.8% | +45.3% | +43.8% |
| 5Y | +109.5% | +67.4% | +42.0% | +47.5% |
| 10Y | +1,640.5% | +793.6% | +846.9% | +562.0% |
| All | +1,652.5% | +670.3% | +982.1% | +518.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling