+220.3%
AXON vs RDW
-0.7%
+221.1%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RDW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -2.3% | +2.4% | +0.4% |
| 7D | -7.0% | +0.9% | -7.9% | -7.2% |
| 30D | -20.1% | -21.3% | +1.2% | -17.7% |
| 3M | +7.4% | -37.9% | +45.3% | +12.7% |
| 6M | -7.4% | +12.3% | -19.6% | -12.4% |
| YTD | -15.6% | +39.7% | -55.3% | -23.7% |
| 1Y | -36.2% | +25.7% | -61.9% | -42.4% |
| 3Y | +124.8% | +230.8% | -106.0% | +67.5% |
| 5Y | +166.6% | -8.8% | +175.3% | +112.6% |
| All | +220.3% | -0.7% | +221.1% | +157.2% |
Cumulative growth
Daily Returns
Daily percentage return beside RDW.
Daily Out/Under-Performance
Portfolio return minus RDW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RDW 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 RDW 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