+135.4%
AXON vs TRI
-17.7%
+153.1%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -6.5% | +4.5% | +0.9% |
| 7D | -2.5% | -7.1% | +4.6% | +0.8% |
| 30D | -11.5% | -2.3% | -9.2% | -10.7% |
| 3M | +7.3% | +19.6% | -12.3% | -2.4% |
| 6M | -11.9% | -8.7% | -3.2% | -10.3% |
| YTD | -11.0% | -22.3% | +11.3% | -5.9% |
| 1Y | -31.8% | -40.7% | +8.9% | -21.1% |
| 3Y | +135.4% | -17.8% | +153.2% | +123.7% |
| All | +135.4% | -17.7% | +153.1% | +123.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling