+1,060.5%
AXON vs TRI
+221.6%
+838.9%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | +0.4% | +3.9% | +4.0% |
| 7D | -25.6% | -7.2% | -18.5% | -22.2% |
| 30D | -23.9% | +4.4% | -28.3% | -25.9% |
| 3M | -50.4% | +4.5% | -54.9% | -52.1% |
| 6M | -20.0% | +23.7% | -43.7% | -31.2% |
| YTD | -44.5% | -14.4% | -30.1% | -41.7% |
| 1Y | -44.9% | -17.4% | -27.5% | -41.0% |
| 3Y | +44.7% | -11.0% | +55.7% | +40.1% |
| 5Y | +86.7% | +0.7% | +86.0% | +63.9% |
| 10Y | +1,060.5% | +224.0% | +836.4% | +649.7% |
| All | +1,060.5% | +221.6% | +838.9% | +649.7% |
Cumulative growth
Daily Returns
Daily percentage return beside TRI.
Daily Out/Under-Performance
Portfolio return minus TRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRI 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 TRI 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