+1,028.0%
AXON vs RVTY
+212.9%
+815.1%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.0% | +0.8% | +0.2% |
| 7D | -27.4% | -2.7% | -24.7% | -26.8% |
| 30D | -28.5% | +3.2% | -31.7% | -29.7% |
| 3M | -49.3% | +37.2% | -86.5% | -55.9% |
| 6M | -25.0% | +57.7% | -82.7% | -38.9% |
| YTD | -46.7% | +64.8% | -111.6% | -57.7% |
| 1Y | -48.3% | +72.8% | -121.1% | -59.8% |
| 3Y | +38.8% | +89.8% | -51.0% | -4.8% |
| 5Y | +77.7% | -8.4% | +86.2% | +74.8% |
| 10Y | +1,028.0% | +219.5% | +808.6% | +512.5% |
| All | +1,028.0% | +212.9% | +815.1% | +512.5% |
Cumulative growth
Daily Returns
Daily percentage return beside RVTY.
Daily Out/Under-Performance
Portfolio return minus RVTY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RVTY 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 RVTY 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