+1,046.6%
AXON vs TRU
+183.1%
+863.5%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +0.1% | +2.6% | +2.7% |
| 7D | +0.8% | 0.0% | +0.7% | +0.7% |
| 30D | -22.8% | +21.3% | -44.1% | -29.7% |
| 3M | -48.8% | +0.2% | -49.0% | -49.1% |
| 6M | -16.3% | +22.4% | -38.7% | -24.1% |
| YTD | -44.5% | -4.8% | -39.6% | -44.0% |
| 1Y | -43.4% | -0.2% | -43.2% | -44.1% |
| 3Y | +44.3% | +57.9% | -13.7% | +6.8% |
| 5Y | +85.1% | -26.1% | +111.2% | +96.9% |
| All | +1,046.6% | +183.1% | +863.5% | +806.2% |
Cumulative growth
Daily Returns
Daily percentage return beside TRU.
Daily Out/Under-Performance
Portfolio return minus TRU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRU 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 TRU 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