+65,669.6%
AXON vs TROW
+1,219.6%
+64,450.0%
-91.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.1% | -0.3% | -0.3% |
| 7D | -27.4% | +4.4% | -31.8% | -29.0% |
| 30D | -28.5% | +5.5% | -33.9% | -30.4% |
| 3M | -49.3% | -1.3% | -48.0% | -48.8% |
| 6M | -25.0% | +7.9% | -32.9% | -27.8% |
| YTD | -46.7% | +12.6% | -59.4% | -50.0% |
| 1Y | -48.3% | +13.3% | -61.6% | -51.7% |
| 3Y | +38.8% | +38.6% | +0.2% | +12.7% |
| 5Y | +77.7% | -34.7% | +112.4% | +111.3% |
| 10Y | +1,028.0% | +129.9% | +898.1% | +538.2% |
| All | +65,669.6% | +1,219.6% | +64,450.0% | +17,009.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling