-29.4%
AXON vs RBA
-26.5%
-2.8%
-55.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | +0.3% | -4.5% | -4.3% |
| 7D | -14.2% | -2.9% | -11.2% | -12.9% |
| 30D | -15.4% | -12.3% | -3.1% | -10.5% |
| 3M | +0.5% | -20.5% | +21.0% | +9.2% |
| 6M | -9.5% | -18.5% | +9.0% | -3.3% |
| YTD | -9.2% | -18.2% | +9.0% | -5.9% |
| 1Y | -29.4% | -27.5% | -1.9% | -23.9% |
| All | -29.4% | -26.5% | -2.8% | -23.9% |
Cumulative growth
Daily Returns
Daily percentage return beside RBA.
Daily Out/Under-Performance
Portfolio return minus RBA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RBA 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 1y: compounded portfolio wealth divided by compounded RBA 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…
1y analysis · Full analysis span regression · 6 months rolling