+1,180.9%
AXON vs XHB
+271.6%
+909.3%
-65.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +3.6% | -6.7% | -5.4% |
| 7D | -28.7% | +1.3% | -30.1% | -29.2% |
| 30D | -28.3% | +11.8% | -40.1% | -33.0% |
| 3M | -46.9% | -3.8% | -43.1% | -45.5% |
| 6M | -24.9% | +4.1% | -29.0% | -26.7% |
| YTD | -46.6% | +4.0% | -50.6% | -48.7% |
| 1Y | -49.7% | +1.6% | -51.2% | -51.0% |
| 3Y | +40.6% | +43.2% | -2.6% | +0.8% |
| 5Y | +71.9% | +35.8% | +36.0% | +26.1% |
| 10Y | +1,180.9% | +259.3% | +921.6% | +336.1% |
| All | +1,180.9% | +271.6% | +909.3% | +336.1% |
Cumulative growth
Daily Returns
Daily percentage return beside XHB.
Daily Out/Under-Performance
Portfolio return minus XHB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XHB 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 XHB 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