+144.6%
AXON vs ROIV
+280.9%
-136.3%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -4.4% | +1.8% | -1.9% |
| 7D | -19.7% | +9.2% | -28.9% | -21.2% |
| 30D | -25.7% | +19.9% | -45.6% | -28.2% |
| 3M | -48.8% | +10.6% | -59.4% | -50.0% |
| 6M | -22.0% | +36.1% | -58.1% | -26.8% |
| YTD | -45.9% | +84.3% | -130.2% | -52.0% |
| 1Y | -46.1% | +87.6% | -133.6% | -52.4% |
| 3Y | +40.9% | +353.9% | -313.0% | +5.4% |
| 5Y | +80.2% | +376.1% | -295.9% | +15.2% |
| All | +144.6% | +280.9% | -136.3% | +78.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ROIV.
Daily Out/Under-Performance
Portfolio return minus ROIV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROIV 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 ROIV 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