+1,016.4%
AXON vs TROW
+120.8%
+895.5%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -2.2% | -0.4% | -1.5% |
| 7D | -19.7% | -0.5% | -19.3% | -19.5% |
| 30D | -25.7% | +6.7% | -32.4% | -28.1% |
| 3M | -48.8% | -1.7% | -47.1% | -48.3% |
| 6M | -22.0% | +7.8% | -29.8% | -24.7% |
| YTD | -45.9% | +9.9% | -55.8% | -48.5% |
| 1Y | -46.1% | +8.7% | -54.8% | -48.4% |
| 3Y | +40.9% | +35.2% | +5.7% | +16.1% |
| 5Y | +80.2% | -37.5% | +117.7% | +117.9% |
| All | +1,016.4% | +120.8% | +895.5% | +672.6% |
Cumulative growth
Daily Returns
Daily percentage return beside TROW.
Daily Out/Under-Performance
Portfolio return minus TROW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TROW 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 TROW 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