+1,028.0%
AXON vs TAP
-48.8%
+1,076.9%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TAP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.3% | -0.5% | -0.3% |
| 7D | -27.4% | -4.5% | -22.9% | -26.7% |
| 30D | -28.5% | +7.5% | -35.9% | -29.1% |
| 3M | -49.3% | -4.9% | -44.4% | -48.9% |
| 6M | -25.0% | -3.5% | -21.5% | -24.7% |
| YTD | -46.7% | -11.4% | -35.3% | -46.1% |
| 1Y | -48.3% | -10.8% | -37.5% | -47.8% |
| 3Y | +38.8% | -24.5% | +63.3% | +43.0% |
| 5Y | +77.7% | +2.5% | +75.3% | +70.6% |
| 10Y | +1,028.0% | -47.6% | +1,075.6% | +984.6% |
| All | +1,028.0% | -48.8% | +1,076.9% | +984.6% |
Cumulative growth
Daily Returns
Daily percentage return beside TAP.
Daily Out/Under-Performance
Portfolio return minus TAP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TAP 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 TAP 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