+129.8%
AXON vs XLRE
+31.2%
+98.7%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XLRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -1.1% | -1.9% | -2.5% |
| 7D | -3.3% | -0.7% | -2.6% | -2.9% |
| 30D | -17.8% | -2.2% | -15.6% | -16.8% |
| 3M | +8.3% | -2.6% | +10.9% | +9.8% |
| 6M | -12.4% | +2.6% | -14.9% | -13.9% |
| YTD | -13.7% | +9.3% | -23.0% | -18.4% |
| 1Y | -33.1% | +7.2% | -40.3% | -36.1% |
| All | +129.8% | +31.2% | +98.7% | +93.7% |
Cumulative growth
Daily Returns
Daily percentage return beside XLRE.
Daily Out/Under-Performance
Portfolio return minus XLRE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XLRE 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 3y: compounded portfolio wealth divided by compounded XLRE 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…
3y analysis · Full analysis span regression · 6 months rolling