-43.4%
AXON vs TROW
+9.7%
-53.1%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +0.7% | +2.1% | +2.2% |
| 7D | +0.8% | +0.5% | +0.3% | +0.3% |
| 30D | -22.8% | +9.3% | -32.1% | -27.4% |
| 3M | -48.8% | -0.9% | -47.8% | -48.2% |
| 6M | -16.3% | +8.3% | -24.6% | -19.1% |
| YTD | -44.5% | +10.6% | -55.1% | -49.0% |
| 1Y | -43.4% | +10.5% | -53.9% | -48.0% |
| All | -43.4% | +9.7% | -53.1% | -48.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling