-48.1%
AXON vs SPXU
-27.0%
-21.2%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -7.0% | +3.9% | -6.7% |
| 7D | -28.7% | -1.5% | -27.3% | -28.4% |
| 30D | -28.3% | +9.7% | -38.0% | -23.6% |
| 3M | -46.9% | +8.4% | -55.3% | -43.4% |
| 6M | -24.9% | -5.7% | -19.1% | -23.8% |
| YTD | -46.6% | -25.4% | -21.2% | -50.5% |
| All | -48.1% | -27.0% | -21.2% | -51.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 1y: compounded portfolio wealth divided by compounded SPXU 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…
1y analysis · Full analysis span regression · 6 months rolling