+1,874.2%
AXON vs XRT
+129.4%
+1,744.8%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | +1.0% | -5.2% | -4.8% |
| 7D | -14.2% | +0.8% | -15.0% | -14.6% |
| 30D | -15.4% | -4.2% | -11.2% | -12.8% |
| 3M | +0.5% | +5.1% | -4.6% | -2.5% |
| 6M | -9.5% | +2.4% | -11.9% | -10.7% |
| YTD | -9.2% | +3.2% | -12.4% | -10.9% |
| 1Y | -29.4% | +1.5% | -30.9% | -30.2% |
| 3Y | +139.4% | +40.6% | +98.9% | +83.5% |
| 5Y | +178.9% | -1.0% | +179.9% | +168.0% |
| All | +1,874.2% | +129.4% | +1,744.8% | +745.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling