+77.2%
AXON vs RVTY
-7.4%
+84.6%
-64.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -18.2% | +2.8% | -21.0% | -19.0% |
| 7D | -26.8% | -1.2% | -25.6% | -26.7% |
| 30D | -22.9% | +1.0% | -23.9% | -23.3% |
| 3M | -40.1% | +35.8% | -75.9% | -45.8% |
| 6M | -18.9% | +56.7% | -75.6% | -30.2% |
| YTD | -44.9% | +60.7% | -105.6% | -53.0% |
| 1Y | -46.7% | +73.7% | -120.4% | -55.7% |
| 3Y | +44.3% | +82.8% | -38.4% | +8.9% |
| All | +77.2% | -7.4% | +84.6% | +87.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling