+77.2%
AXON vs RBA
+37.7%
+39.5%
-64.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -18.2% | -1.3% | -16.9% | -17.7% |
| 7D | -26.8% | +4.3% | -31.1% | -27.8% |
| 30D | -22.9% | +16.3% | -39.2% | -26.8% |
| 3M | -40.1% | +1.3% | -41.4% | -40.5% |
| 6M | -18.9% | -11.1% | -7.8% | -16.2% |
| YTD | -44.9% | -8.5% | -36.4% | -43.9% |
| 1Y | -46.7% | -2.1% | -44.6% | -46.8% |
| 3Y | +44.3% | +44.6% | -0.2% | +25.8% |
| All | +77.2% | +37.7% | +39.5% | +48.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling