-29.4%
AXON vs XRT
+3.4%
-32.7%
-55.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | +1.0% | -5.2% | -4.9% |
| 7D | -14.2% | +0.8% | -15.0% | -14.7% |
| 30D | -15.4% | -4.2% | -11.2% | -12.5% |
| 3M | +0.5% | +5.1% | -4.6% | -1.8% |
| 6M | -9.5% | +2.4% | -11.9% | -11.0% |
| YTD | -9.2% | +3.2% | -12.4% | -10.9% |
| 1Y | -29.4% | +1.5% | -30.9% | -31.8% |
| All | -29.4% | +3.4% | -32.7% | -31.8% |
Cumulative growth
Daily Returns
Daily percentage return beside XRT.
Daily Out/Under-Performance
Portfolio return minus XRT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XRT 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 XRT 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