+1,028.0%
AXON vs RJF
+343.7%
+684.3%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RJF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.2% | -0.4% | -0.3% |
| 7D | -27.4% | +4.0% | -31.4% | -28.6% |
| 30D | -28.5% | +6.1% | -34.6% | -30.4% |
| 3M | -49.3% | -5.8% | -43.5% | -47.7% |
| 6M | -25.0% | +9.7% | -34.7% | -28.1% |
| YTD | -46.7% | +6.2% | -52.9% | -48.5% |
| 1Y | -48.3% | +5.3% | -53.5% | -49.8% |
| 3Y | +38.8% | +74.4% | -35.6% | +4.7% |
| 5Y | +77.7% | +81.6% | -3.9% | +29.1% |
| 10Y | +1,028.0% | +333.6% | +694.5% | +401.3% |
| All | +1,028.0% | +343.7% | +684.3% | +401.3% |
Cumulative growth
Daily Returns
Daily percentage return beside RJF.
Daily Out/Under-Performance
Portfolio return minus RJF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RJF 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 RJF 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