+1,016.4%
AXON vs RJF
+323.5%
+692.8%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RJF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +0.1% | -2.7% | -2.7% |
| 7D | -19.7% | +1.5% | -21.2% | -20.3% |
| 30D | -25.7% | +6.7% | -32.4% | -27.9% |
| 3M | -48.8% | -7.3% | -41.4% | -46.8% |
| 6M | -22.0% | +9.8% | -31.7% | -25.3% |
| YTD | -45.9% | +5.6% | -51.6% | -47.6% |
| 1Y | -46.1% | +2.3% | -48.3% | -46.9% |
| 3Y | +40.9% | +73.6% | -32.7% | +6.5% |
| 5Y | +80.2% | +79.9% | +0.3% | +31.5% |
| All | +1,016.4% | +323.5% | +692.8% | +411.9% |
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