+182.3%
AXON vs RBA
+45.3%
+137.0%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | +0.3% | -4.5% | -4.3% |
| 7D | -14.2% | -2.9% | -11.2% | -13.2% |
| 30D | -15.4% | -12.3% | -3.1% | -11.4% |
| 3M | +0.5% | -20.5% | +21.0% | +8.0% |
| 6M | -9.5% | -18.5% | +9.0% | -3.7% |
| YTD | -9.2% | -18.2% | +9.0% | -3.8% |
| 1Y | -29.4% | -27.5% | -1.9% | -22.4% |
| 3Y | +139.4% | +38.1% | +101.3% | +113.2% |
| All | +182.3% | +45.3% | +137.0% | +136.5% |
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