+135.4%
AXON vs RRX
+4.1%
+131.3%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +0.5% | -2.5% | -2.1% |
| 7D | -2.5% | +4.3% | -6.8% | -3.0% |
| 30D | -11.5% | -8.0% | -3.5% | -10.6% |
| 3M | +7.3% | -22.0% | +29.3% | +10.1% |
| 6M | -11.9% | -11.9% | -0.1% | -12.7% |
| YTD | -11.0% | +17.1% | -28.1% | -18.2% |
| 1Y | -31.8% | +14.9% | -46.6% | -37.2% |
| 3Y | +135.4% | +6.9% | +128.5% | +124.7% |
| All | +135.4% | +4.1% | +131.3% | +124.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling