+1,874.2%
AXON vs RRC
+5.5%
+1,868.7%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -0.9% | -3.3% | -4.0% |
| 7D | -14.2% | +1.3% | -15.5% | -14.4% |
| 30D | -15.4% | +10.1% | -25.5% | -16.6% |
| 3M | +0.5% | +4.0% | -3.5% | -0.3% |
| 6M | -9.5% | +1.6% | -11.1% | -10.2% |
| YTD | -9.2% | +19.7% | -28.9% | -12.3% |
| 1Y | -29.4% | +21.4% | -50.8% | -32.2% |
| 3Y | +139.4% | +29.7% | +109.7% | +125.8% |
| 5Y | +178.9% | +153.9% | +25.0% | +129.4% |
| All | +1,874.2% | +5.5% | +1,868.7% | +1,249.2% |
Cumulative growth
Daily Returns
Daily percentage return beside RRC.
Daily Out/Under-Performance
Portfolio return minus RRC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RRC 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 RRC 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