+88.4%
AXON vs RVTY
-15.1%
+103.5%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -1.7% | +4.4% | +3.2% |
| 7D | +0.8% | -0.5% | +1.2% | +0.8% |
| 30D | -22.8% | +1.5% | -24.3% | -23.3% |
| 3M | -48.8% | +31.5% | -80.2% | -53.2% |
| 6M | -16.3% | +62.7% | -79.0% | -28.9% |
| YTD | -44.5% | +60.0% | -104.4% | -52.7% |
| 1Y | -43.4% | +65.7% | -109.1% | -52.3% |
| 3Y | +44.3% | +85.2% | -40.9% | +7.9% |
| All | +88.4% | -15.1% | +103.5% | +107.6% |
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