-39.9%
AXON vs RMD
-1.9%
-38.0%
-51.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +5.9% | -4.1% | 0.0% |
| 7D | +0.2% | -3.9% | +4.1% | +1.3% |
| 30D | +3.0% | +7.9% | -4.9% | +0.6% |
| 3M | -30.1% | +8.1% | -38.2% | -31.8% |
| 6M | +7.7% | +15.5% | -7.8% | +2.5% |
| YTD | -25.3% | +0.7% | -26.0% | -29.3% |
| 1Y | -39.9% | -1.4% | -38.6% | -43.3% |
| All | -39.9% | -1.9% | -38.0% | -43.3% |
Cumulative growth
Daily Returns
Daily percentage return beside RMD.
Daily Out/Under-Performance
Portfolio return minus RMD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RMD 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 RMD 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