+112,002.2%
AXON vs RMD
+1,994.8%
+110,007.4%
-91.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -0.4% | -3.8% | -4.0% |
| 7D | -14.2% | -5.0% | -9.2% | -12.4% |
| 30D | -15.4% | +2.2% | -17.6% | -16.1% |
| 3M | +0.5% | +17.8% | -17.4% | -5.5% |
| 6M | -9.5% | -11.3% | +1.8% | -5.6% |
| YTD | -9.2% | -4.4% | -4.8% | -8.4% |
| 1Y | -29.4% | -15.7% | -13.7% | -25.5% |
| 3Y | +139.4% | +47.7% | +91.7% | +92.5% |
| 5Y | +178.9% | -19.2% | +198.1% | +180.1% |
| 10Y | +1,840.8% | +280.4% | +1,560.4% | +878.5% |
| All | +112,002.2% | +1,994.8% | +110,007.4% | +29,664.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling