+44.3%
AXON vs RRC
+36.3%
+8.1%
-64.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -18.2% | -2.9% | -15.3% | -17.7% |
| 7D | -26.8% | -10.8% | -16.0% | -25.5% |
| 30D | -22.9% | +22.3% | -45.2% | -25.3% |
| 3M | -40.1% | +26.6% | -66.7% | -42.5% |
| 6M | -18.9% | +18.9% | -37.8% | -21.4% |
| YTD | -44.9% | +39.2% | -84.1% | -49.1% |
| 1Y | -46.7% | +34.0% | -80.6% | -50.4% |
| 3Y | +44.3% | +42.0% | +2.3% | +24.7% |
| All | +44.3% | +36.3% | +8.1% | +24.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling