+1,222.3%
AXON vs RIG
-45.8%
+1,268.1%
-64.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -18.2% | +2.7% | -20.9% | -18.5% |
| 7D | -26.8% | -24.5% | -2.3% | -24.7% |
| 30D | -22.9% | -2.8% | -20.1% | -22.8% |
| 3M | -40.1% | +1.6% | -41.6% | -40.6% |
| 6M | -18.9% | -15.9% | -3.0% | -18.2% |
| YTD | -44.9% | +26.9% | -71.8% | -47.4% |
| 1Y | -46.7% | +34.4% | -81.0% | -49.6% |
| 3Y | +44.3% | -21.2% | +65.5% | +40.4% |
| 5Y | +71.4% | +46.4% | +25.0% | +47.3% |
| All | +1,222.3% | -45.8% | +1,268.1% | +913.4% |
Cumulative growth
Daily Returns
Daily percentage return beside RIG.
Daily Out/Under-Performance
Portfolio return minus RIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RIG 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 RIG 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