+1,304.8%
AXON vs RF
+279.4%
+1,025.4%
-64.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -18.2% | -0.4% | -17.8% | -18.0% |
| 7D | -26.8% | -0.9% | -25.9% | -26.5% |
| 30D | -22.9% | +6.0% | -28.9% | -24.5% |
| 3M | -40.1% | -8.9% | -31.2% | -37.9% |
| 6M | -18.9% | +2.3% | -21.2% | -19.4% |
| YTD | -44.9% | +7.6% | -52.4% | -46.5% |
| 1Y | -46.7% | +21.2% | -67.9% | -50.5% |
| 3Y | +44.3% | +108.5% | -64.2% | +7.7% |
| 5Y | +71.4% | +43.2% | +28.2% | +42.9% |
| All | +1,304.8% | +279.4% | +1,025.4% | +537.9% |
Cumulative growth
Daily Returns
Daily percentage return beside RF.
Daily Out/Under-Performance
Portfolio return minus RF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RF 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 RF 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