Skip to content
BMarker
TransactionsPerformanceSharingStocks & ETFsDemoPricingAPI Docs
Open app
Menu
TransactionsPerformanceSharingStocks & ETFsDemoPricingAPI Docs
Open app
  • AXON vs TRI✓SelectedUSD · TRIAXON vs TRI performance historyLatest closeAs of-4.18%09/04
Stock and ETF performance explorer

AXON vs TRI

vs
1w1mo3mo6mo1y3y5y10yallcustom
Portfolio return
+41,824.4%
TRI return
+561.6%
Excess return
+41,262.8%
Maximum drawdown
-91.8%

Performance

Returns, benchmark comparison, and relative performance.

Performance by timeframe

Returns for all.

Portfolio and benchmark returns by period
PeriodPortfolioTRIExcessAlpha
1D-4.2%-5.4%+1.3%-0.9%
7D-14.2%-0.5%-13.6%-13.8%
30D-15.4%+7.9%-23.3%-19.4%
3M+0.5%+24.1%-23.6%-13.4%
6M-9.5%+3.8%-13.3%-14.2%
YTD-9.2%-16.9%+7.7%-2.3%
1Y-29.4%-38.4%+9.0%-9.2%
3Y+139.4%-12.2%+151.6%+139.3%
5Y+178.9%-1.8%+180.7%+159.0%
10Y+1,840.8%+207.6%+1,633.2%+761.2%
All+41,824.4%+561.6%+41,262.8%+12,365.7%

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 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