+24,548.8%
AXON vs TRI
+578.0%
+23,970.7%
-91.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -3.8% | +0.7% | -0.9% |
| 7D | -28.7% | -11.4% | -17.3% | -23.4% |
| 30D | -28.3% | +4.9% | -33.2% | -30.7% |
| 3M | -46.9% | +7.0% | -54.0% | -49.6% |
| 6M | -24.9% | +18.2% | -43.0% | -34.5% |
| YTD | -46.6% | -14.8% | -31.8% | -43.9% |
| 1Y | -49.7% | -18.0% | -31.7% | -45.9% |
| 3Y | +40.6% | -12.0% | +52.5% | +39.3% |
| 5Y | +71.9% | -0.8% | +72.7% | +57.7% |
| 10Y | +1,180.9% | +220.1% | +960.7% | +450.1% |
| All | +24,548.8% | +578.0% | +23,970.7% | +7,061.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling