+78.4%
AXON vs S
-51.7%
+130.1%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | S | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -0.4% | +3.1% | +2.8% |
| 7D | +0.8% | +2.0% | -1.2% | 0.0% |
| 30D | -22.8% | -2.7% | -20.1% | -22.4% |
| 3M | -48.8% | -6.9% | -41.9% | -48.4% |
| 6M | -16.3% | +38.1% | -54.4% | -24.6% |
| YTD | -44.5% | +48.0% | -92.5% | -51.1% |
| 1Y | -43.4% | +34.5% | -77.9% | -49.1% |
| 3Y | +44.3% | +38.3% | +5.9% | +22.5% |
| 5Y | +85.1% | -70.9% | +156.0% | +111.6% |
| All | +78.4% | -51.7% | +130.1% | +83.7% |
Cumulative growth
Daily Returns
Daily percentage return beside S.
Daily Out/Under-Performance
Portfolio return minus S return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × S 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 S 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