+1,060.5%
AXON vs RIG
-48.7%
+1,109.2%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | +2.5% | +1.7% | +4.0% |
| 7D | -25.6% | -2.6% | -23.1% | -25.4% |
| 30D | -23.9% | -5.2% | -18.7% | -23.6% |
| 3M | -50.4% | -8.6% | -41.8% | -50.2% |
| 6M | -20.0% | -18.9% | -1.1% | -18.9% |
| YTD | -44.5% | +28.6% | -73.0% | -47.1% |
| 1Y | -44.9% | +25.5% | -70.4% | -47.4% |
| 3Y | +44.7% | -20.2% | +64.9% | +40.6% |
| 5Y | +86.7% | +53.9% | +32.8% | +59.7% |
| 10Y | +1,060.5% | -48.8% | +1,109.3% | +782.2% |
| All | +1,060.5% | -48.7% | +1,109.2% | +782.2% |
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