+1,874.2%
AXON vs RVTY
+149.2%
+1,725.0%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -0.3% | -3.9% | -4.0% |
| 7D | -14.2% | +1.1% | -15.3% | -14.5% |
| 30D | -15.4% | +13.2% | -28.6% | -19.7% |
| 3M | +0.5% | +27.2% | -26.8% | -9.8% |
| 6M | -9.5% | +32.4% | -41.9% | -20.6% |
| YTD | -9.2% | +34.9% | -44.1% | -21.0% |
| 1Y | -29.4% | +52.4% | -81.7% | -42.0% |
| 3Y | +139.4% | +12.3% | +127.1% | +110.8% |
| 5Y | +178.9% | -30.8% | +209.7% | +213.6% |
| All | +1,874.2% | +149.2% | +1,725.0% | +980.3% |
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