+112,002.2%
AXON vs RBA
+2,738.4%
+109,263.7%
-91.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | +0.3% | -4.5% | -4.3% |
| 7D | -14.2% | -2.9% | -11.2% | -13.1% |
| 30D | -15.4% | -12.3% | -3.1% | -11.1% |
| 3M | +0.5% | -20.5% | +21.0% | +8.7% |
| 6M | -9.5% | -18.5% | +9.0% | -3.1% |
| YTD | -9.2% | -18.2% | +9.0% | -3.2% |
| 1Y | -29.4% | -27.5% | -1.9% | -21.4% |
| 3Y | +139.4% | +38.1% | +101.3% | +107.1% |
| 5Y | +178.9% | +44.8% | +134.1% | +129.8% |
| 10Y | +1,840.8% | +187.1% | +1,653.7% | +1,100.0% |
| All | +112,002.2% | +2,738.4% | +109,263.7% | +33,320.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling