+1,786.0%
AXON vs RSG
+425.0%
+1,361.0%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RSG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.6% | -1.7% | -1.9% |
| 7D | -11.0% | -1.8% | -9.2% | -10.1% |
| 30D | -24.7% | +2.8% | -27.5% | -25.9% |
| 3M | +7.0% | +4.3% | +2.7% | +4.4% |
| 6M | -9.6% | -0.5% | -9.1% | -10.0% |
| YTD | -15.7% | +5.2% | -20.9% | -18.7% |
| 1Y | -35.9% | -2.1% | -33.8% | -35.8% |
| 3Y | +123.0% | +56.5% | +66.5% | +69.6% |
| 5Y | +166.3% | +89.5% | +76.8% | +78.7% |
| All | +1,786.0% | +425.0% | +1,361.0% | +585.5% |
Cumulative growth
Daily Returns
Daily percentage return beside RSG.
Daily Out/Under-Performance
Portfolio return minus RSG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RSG 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 RSG 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