+176.9%
AXON vs TROW
-36.6%
+213.5%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.3% | -1.7% | -1.8% |
| 7D | -2.5% | +0.4% | -2.9% | -2.6% |
| 30D | -11.5% | -4.0% | -7.5% | -9.4% |
| 3M | +7.3% | +5.0% | +2.3% | +5.1% |
| 6M | -11.9% | +24.3% | -36.3% | -20.9% |
| YTD | -11.0% | +9.8% | -20.8% | -15.0% |
| 1Y | -31.8% | +6.4% | -38.2% | -33.9% |
| 3Y | +135.4% | +15.8% | +119.6% | +110.1% |
| 5Y | +176.9% | -37.3% | +214.1% | +223.8% |
| All | +176.9% | -36.6% | +213.5% | +223.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling