+67,943.5%
AXON vs RIO
+1,795.4%
+66,148.1%
-91.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -18.2% | +0.7% | -18.9% | -18.4% |
| 7D | -26.8% | +2.2% | -29.1% | -27.4% |
| 30D | -22.9% | -10.1% | -12.8% | -20.1% |
| 3M | -40.1% | -14.1% | -26.0% | -36.9% |
| 6M | -18.9% | -18.9% | 0.0% | -13.6% |
| YTD | -44.9% | +9.9% | -54.8% | -47.7% |
| 1Y | -46.7% | +27.0% | -73.7% | -52.0% |
| 3Y | +44.3% | +50.1% | -5.7% | +18.9% |
| 5Y | +71.4% | +95.3% | -23.9% | +24.2% |
| 10Y | +1,324.0% | +425.9% | +898.1% | +578.3% |
| All | +67,943.5% | +1,795.4% | +66,148.1% | +14,277.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling