+1,852.6%
AXON vs RY
+373.9%
+1,478.6%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -0.7% | -3.5% | -3.7% |
| 7D | -14.2% | +3.1% | -17.3% | -15.9% |
| 30D | -15.4% | -0.3% | -15.1% | -15.4% |
| 3M | +0.5% | +8.7% | -8.2% | -5.5% |
| 6M | -9.5% | +28.5% | -38.0% | -24.4% |
| YTD | -9.2% | +25.1% | -34.3% | -22.7% |
| 1Y | -29.4% | +46.3% | -75.7% | -46.1% |
| 3Y | +139.4% | +154.9% | -15.5% | +22.5% |
| 5Y | +178.9% | +140.3% | +38.6% | +47.4% |
| All | +1,852.6% | +373.9% | +1,478.6% | +531.7% |
Cumulative growth
Daily Returns
Daily percentage return beside RY.
Daily Out/Under-Performance
Portfolio return minus RY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RY 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 RY 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