+182.3%
AXON vs ROIV
+250.7%
-68.4%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | +1.5% | -5.7% | -4.4% |
| 7D | -14.2% | +0.6% | -14.8% | -14.3% |
| 30D | -15.4% | +1.0% | -16.3% | -15.6% |
| 3M | +0.5% | +18.3% | -17.8% | -2.6% |
| 6M | -9.5% | +18.3% | -27.8% | -12.5% |
| YTD | -9.2% | +61.0% | -70.2% | -17.0% |
| 1Y | -29.4% | +177.9% | -207.3% | -41.5% |
| 3Y | +139.4% | +199.1% | -59.6% | +91.7% |
| All | +182.3% | +250.7% | -68.4% | +95.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling