+1,046.6%
AXON vs TRI
+225.2%
+821.4%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | 0.0% | +2.7% | +2.7% |
| 7D | +0.8% | -2.9% | +3.7% | +2.4% |
| 30D | -22.8% | +3.7% | -26.5% | -24.5% |
| 3M | -48.8% | +3.7% | -52.5% | -50.3% |
| 6M | -16.3% | +35.1% | -51.4% | -31.6% |
| YTD | -44.5% | -14.0% | -30.4% | -41.9% |
| 1Y | -43.4% | -19.0% | -24.4% | -38.7% |
| 3Y | +44.3% | -12.0% | +56.2% | +40.8% |
| 5Y | +85.1% | +0.6% | +84.5% | +62.6% |
| All | +1,046.6% | +225.2% | +821.4% | +617.7% |
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