+832.6%
AXON vs TRU
+247.4%
+585.3%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | -0.1% | +4.3% | +4.3% |
| 7D | -25.6% | 0.0% | -25.6% | -25.6% |
| 30D | -23.9% | +24.3% | -48.1% | -31.5% |
| 3M | -50.4% | +2.3% | -52.7% | -51.2% |
| 6M | -20.0% | +17.7% | -37.7% | -26.1% |
| YTD | -44.5% | -3.8% | -40.7% | -44.2% |
| 1Y | -44.9% | -0.3% | -44.6% | -45.5% |
| 3Y | +44.7% | +58.4% | -13.7% | +7.8% |
| 5Y | +86.7% | -24.0% | +110.7% | +94.0% |
| 10Y | +1,060.5% | +187.9% | +872.5% | +597.5% |
| All | +832.6% | +247.4% | +585.3% | +415.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling