+1,060.5%
AXON vs RMD
+349.2%
+711.3%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | +1.9% | +2.4% | +3.6% |
| 7D | -25.6% | -0.8% | -24.8% | -25.3% |
| 30D | -23.9% | +1.7% | -25.6% | -24.3% |
| 3M | -50.4% | +6.4% | -56.8% | -51.4% |
| 6M | -20.0% | +20.7% | -40.7% | -24.9% |
| YTD | -44.5% | -0.2% | -44.3% | -44.9% |
| 1Y | -44.9% | -4.5% | -40.4% | -44.6% |
| 3Y | +44.7% | +70.5% | -25.8% | +12.8% |
| 5Y | +86.7% | -1.6% | +88.3% | +75.7% |
| 10Y | +1,060.5% | +342.7% | +717.8% | +688.4% |
| All | +1,060.5% | +349.2% | +711.3% | +688.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling