+182.3%
AXON vs TRU
-33.8%
+216.1%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -5.9% | +1.8% | -1.7% |
| 7D | -14.2% | -6.8% | -7.4% | -11.5% |
| 30D | -15.4% | 0.0% | -15.4% | -15.2% |
| 3M | +0.5% | +13.3% | -12.8% | -4.4% |
| 6M | -9.5% | +3.4% | -12.9% | -10.6% |
| YTD | -9.2% | -6.4% | -2.8% | -7.5% |
| 1Y | -29.4% | -9.7% | -19.7% | -27.6% |
| 3Y | +139.4% | +0.1% | +139.3% | +127.6% |
| All | +182.3% | -33.8% | +216.1% | +250.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling