+38.8%
AXON vs RBA
+51.9%
-13.0%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.4% | -0.6% | -0.4% |
| 7D | -27.4% | +3.2% | -30.6% | -28.2% |
| 30D | -28.5% | +12.0% | -40.5% | -31.4% |
| 3M | -49.3% | +2.9% | -52.2% | -50.0% |
| 6M | -25.0% | -6.3% | -18.8% | -24.0% |
| YTD | -46.7% | -5.9% | -40.8% | -46.5% |
| 1Y | -48.3% | -3.9% | -44.4% | -48.4% |
| 3Y | +38.8% | +64.9% | -26.1% | +23.5% |
| All | +38.8% | +51.9% | -13.0% | +23.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling