+1,180.9%
AXON vs RMD
+360.8%
+820.1%
-65.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +0.2% | -3.3% | -3.2% |
| 7D | -28.7% | +1.2% | -29.9% | -28.9% |
| 30D | -28.3% | +2.5% | -30.8% | -28.9% |
| 3M | -46.9% | +11.5% | -58.5% | -48.7% |
| 6M | -24.9% | +14.7% | -39.6% | -28.3% |
| YTD | -46.6% | -1.3% | -45.3% | -46.9% |
| 1Y | -49.7% | -5.3% | -44.4% | -49.3% |
| 3Y | +40.6% | +68.8% | -28.2% | +9.6% |
| 5Y | +71.9% | -5.9% | +77.7% | +64.2% |
| 10Y | +1,180.9% | +348.7% | +832.2% | +714.1% |
| All | +1,180.9% | +360.8% | +820.1% | +714.1% |
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