+76.4%
AXON vs ROIV
+290.8%
-214.4%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.8% | -4.2% | -5.6% | -8.9% |
| 7D | -12.7% | -2.4% | -10.3% | -12.2% |
| 30D | -8.6% | +3.1% | -11.7% | -9.1% |
| 3M | -37.2% | +5.8% | -43.1% | -38.2% |
| 6M | +0.5% | +29.3% | -28.8% | -5.7% |
| YTD | -32.6% | +68.8% | -101.4% | -40.6% |
| 1Y | -40.2% | +81.0% | -121.2% | -48.1% |
| All | +76.4% | +290.8% | -214.4% | +21.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling