-39.9%
AXON vs USAR
-49.3%
+9.4%
-51.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | USAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -5.9% | +7.7% | +2.6% |
| 7D | +0.2% | -21.8% | +22.0% | +3.4% |
| 30D | +3.0% | -39.9% | +42.9% | +9.8% |
| 3M | -30.1% | -52.5% | +22.4% | -23.3% |
| 6M | +7.7% | -67.9% | +75.7% | +22.1% |
| YTD | -25.3% | -31.1% | +5.8% | -24.8% |
| 1Y | -39.9% | -49.8% | +9.9% | -37.8% |
| All | -39.9% | -49.3% | +9.4% | -37.8% |
Cumulative growth
Daily Returns
Daily percentage return beside USAR.
Daily Out/Under-Performance
Portfolio return minus USAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × USAR 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 1y: compounded portfolio wealth divided by compounded USAR 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…
1y analysis · Full analysis span regression · 6 months rolling