+77.2%
AXON vs TAP
+2.0%
+75.2%
-64.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TAP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -18.2% | -4.5% | -13.7% | -17.9% |
| 7D | -26.8% | +0.5% | -27.4% | -26.7% |
| 30D | -22.9% | +9.1% | -32.1% | -23.0% |
| 3M | -40.1% | -3.8% | -36.3% | -39.9% |
| 6M | -18.9% | -3.4% | -15.4% | -18.6% |
| YTD | -44.9% | -10.6% | -34.2% | -44.8% |
| 1Y | -46.7% | -4.4% | -42.3% | -47.0% |
| 3Y | +44.3% | -24.4% | +68.7% | +47.5% |
| All | +77.2% | +2.0% | +75.2% | +90.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling