+1,180.9%
AXON vs RBA
+236.6%
+944.3%
-65.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +2.4% | -5.5% | -4.1% |
| 7D | -28.7% | +2.5% | -31.2% | -29.4% |
| 30D | -28.3% | +11.6% | -39.9% | -31.3% |
| 3M | -46.9% | +1.5% | -48.4% | -47.4% |
| 6M | -24.9% | -6.6% | -18.2% | -23.4% |
| YTD | -46.6% | -6.3% | -40.4% | -46.0% |
| 1Y | -49.7% | -4.0% | -45.7% | -49.5% |
| 3Y | +40.6% | +47.3% | -6.7% | +17.3% |
| 5Y | +71.9% | +47.7% | +24.2% | +38.5% |
| 10Y | +1,180.9% | +224.7% | +956.1% | +603.1% |
| All | +1,180.9% | +236.6% | +944.3% | +603.1% |
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