+66,663.0%
AXON vs TROW
+1,187.7%
+65,475.4%
-91.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -2.2% | -0.4% | -1.4% |
| 7D | -19.7% | -0.5% | -19.3% | -19.5% |
| 30D | -25.7% | +6.7% | -32.4% | -28.2% |
| 3M | -48.8% | -1.7% | -47.1% | -48.3% |
| 6M | -22.0% | +7.8% | -29.8% | -24.8% |
| YTD | -45.9% | +9.9% | -55.8% | -48.6% |
| 1Y | -46.1% | +8.7% | -54.8% | -48.5% |
| 3Y | +40.9% | +35.2% | +5.7% | +15.9% |
| 5Y | +80.2% | -37.5% | +117.7% | +119.3% |
| 10Y | +1,029.9% | +123.7% | +906.2% | +548.8% |
| All | +66,663.0% | +1,187.7% | +65,475.4% | +17,500.0% |
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 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