-46.7%
AXON vs RMD
-2.0%
-44.7%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -18.2% | -1.7% | -16.5% | -17.6% |
| 7D | -26.8% | +2.3% | -29.2% | -27.3% |
| 30D | -22.9% | +4.1% | -27.0% | -23.7% |
| 3M | -40.1% | +5.7% | -45.8% | -41.1% |
| 6M | -18.9% | +12.9% | -31.8% | -22.2% |
| YTD | -44.9% | -1.5% | -43.4% | -47.5% |
| 1Y | -46.7% | -4.8% | -41.9% | -48.9% |
| All | -46.7% | -2.0% | -44.7% | -48.9% |
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