+67,943.5%
AXON vs RMD
+2,058.5%
+65,885.0%
-91.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -18.2% | -1.7% | -16.5% | -17.6% |
| 7D | -26.8% | +2.3% | -29.2% | -27.4% |
| 30D | -22.9% | +4.1% | -27.0% | -24.1% |
| 3M | -40.1% | +5.7% | -45.8% | -41.5% |
| 6M | -18.9% | +12.9% | -31.8% | -22.9% |
| YTD | -44.9% | -1.5% | -43.4% | -45.2% |
| 1Y | -46.7% | -4.8% | -41.9% | -46.3% |
| 3Y | +44.3% | +57.5% | -13.2% | +13.3% |
| 5Y | +71.4% | -5.5% | +76.9% | +61.6% |
| 10Y | +1,324.0% | +357.8% | +966.2% | +564.7% |
| All | +67,943.5% | +2,058.5% | +65,885.0% | +17,727.4% |
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 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