+1,846.0%
AXON vs ZBRA
+407.5%
+1,438.5%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -2.2% | -0.9% | -2.2% |
| 7D | -3.3% | -1.8% | -1.6% | -2.6% |
| 30D | -17.8% | -8.8% | -9.0% | -14.8% |
| 3M | +8.3% | +47.2% | -39.0% | -8.2% |
| 6M | -12.4% | +61.3% | -73.7% | -29.0% |
| YTD | -13.7% | +42.0% | -55.7% | -27.0% |
| 1Y | -33.1% | +10.5% | -43.5% | -37.8% |
| 3Y | +128.2% | +34.5% | +93.7% | +82.9% |
| 5Y | +170.5% | -40.3% | +210.8% | +202.1% |
| 10Y | +1,846.0% | +421.5% | +1,424.5% | +855.8% |
| All | +1,846.0% | +407.5% | +1,438.5% | +855.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ZBRA.
Daily Out/Under-Performance
Portfolio return minus ZBRA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZBRA 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 ZBRA 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