-33.1%
AXON vs TRI
-42.5%
+9.4%
-55.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -1.9% | -1.2% | -2.2% |
| 7D | -3.3% | -8.4% | +5.0% | +0.7% |
| 30D | -17.8% | -6.5% | -11.4% | -15.4% |
| 3M | +8.3% | +18.6% | -10.3% | -2.0% |
| 6M | -12.4% | -10.4% | -1.9% | -9.7% |
| YTD | -13.7% | -23.7% | +10.0% | -11.7% |
| 1Y | -33.1% | -42.5% | +9.4% | -29.6% |
| All | -33.1% | -42.5% | +9.4% | -29.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling