-48.3%
AXON vs ROIV
+104.3%
-152.6%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.3% | -1.5% | -0.4% |
| 7D | -27.4% | +14.3% | -41.7% | -29.2% |
| 30D | -28.5% | +16.2% | -44.7% | -30.6% |
| 3M | -49.3% | +15.1% | -64.4% | -50.7% |
| 6M | -25.0% | +44.2% | -69.3% | -31.5% |
| YTD | -46.7% | +89.8% | -136.5% | -54.9% |
| 1Y | -48.3% | +94.6% | -142.8% | -56.6% |
| All | -48.3% | +104.3% | -152.6% | -56.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling