+88.4%
AXON vs RMD
-7.7%
+96.1%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +0.3% | +2.4% | +2.6% |
| 7D | +0.8% | +2.1% | -1.3% | +0.2% |
| 30D | -22.8% | +2.1% | -24.9% | -23.2% |
| 3M | -48.8% | +6.2% | -55.0% | -49.6% |
| 6M | -16.3% | +19.4% | -35.7% | -20.3% |
| YTD | -44.5% | +0.5% | -45.0% | -45.0% |
| 1Y | -43.4% | -3.9% | -39.5% | -43.3% |
| 3Y | +44.3% | +72.5% | -28.3% | +11.4% |
| All | +88.4% | -7.7% | +96.1% | +83.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling