-46.1%
AXON vs RIO
+23.2%
-69.3%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -2.0% | -0.6% | -2.4% |
| 7D | -19.7% | +0.1% | -19.9% | -19.8% |
| 30D | -25.7% | -10.5% | -15.2% | -24.5% |
| 3M | -48.8% | -15.9% | -32.9% | -47.3% |
| 6M | -22.0% | -22.3% | +0.3% | -18.3% |
| YTD | -45.9% | +9.3% | -55.2% | -50.2% |
| 1Y | -46.1% | +23.0% | -69.1% | -54.6% |
| All | -46.1% | +23.2% | -69.3% | -54.6% |
Cumulative growth
Daily Returns
Daily percentage return beside RIO.
Daily Out/Under-Performance
Portfolio return minus RIO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RIO 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 1y: compounded portfolio wealth divided by compounded RIO 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…
1y analysis · Full analysis span regression · 6 months rolling