+1,846.0%
AXON vs RRX
+210.7%
+1,635.3%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -2.5% | -0.5% | -2.2% |
| 7D | -3.3% | -0.7% | -2.6% | -3.1% |
| 30D | -17.8% | -8.0% | -9.9% | -15.7% |
| 3M | +8.3% | -25.1% | +33.3% | +16.9% |
| 6M | -12.4% | -18.3% | +5.9% | -10.3% |
| YTD | -13.7% | +14.2% | -27.9% | -24.0% |
| 1Y | -33.1% | +13.0% | -46.1% | -41.3% |
| 3Y | +128.2% | +4.2% | +124.0% | +92.9% |
| 5Y | +170.5% | +17.9% | +152.6% | +107.7% |
| 10Y | +1,846.0% | +220.4% | +1,625.6% | +737.1% |
| All | +1,846.0% | +210.7% | +1,635.3% | +737.1% |
Cumulative growth
Daily Returns
Daily percentage return beside RRX.
Daily Out/Under-Performance
Portfolio return minus RRX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RRX 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 RRX 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