+1,046.6%
AXON vs RBA
+207.2%
+839.4%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +0.9% | +1.8% | +2.3% |
| 7D | +0.8% | +1.7% | -1.0% | +0.1% |
| 30D | -22.8% | +8.3% | -31.1% | -25.1% |
| 3M | -48.8% | +10.5% | -59.3% | -50.7% |
| 6M | -16.3% | -5.9% | -10.4% | -14.9% |
| YTD | -44.5% | -6.9% | -37.6% | -43.6% |
| 1Y | -43.4% | -4.9% | -38.5% | -43.0% |
| 3Y | +44.3% | +64.5% | -20.2% | +16.2% |
| 5Y | +85.1% | +46.1% | +39.0% | +50.4% |
| All | +1,046.6% | +207.2% | +839.4% | +543.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling