+451.5%
AXR vs SPY
+3,091.8%
-2,640.3%
-97.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.4% | +1.2% | +1.0% |
| 7D | +0.3% | +0.1% | +0.2% | +0.2% |
| 30D | +2.8% | +0.1% | +2.8% | +2.8% |
| 3M | -10.2% | +2.0% | -12.2% | -11.3% |
| 6M | -9.9% | +13.0% | -22.9% | -15.3% |
| YTD | +23.1% | +13.5% | +9.5% | +15.6% |
| 1Y | +11.3% | +20.0% | -8.7% | +1.9% |
| 3Y | +40.2% | +77.2% | -36.9% | +6.0% |
| 5Y | +46.0% | +81.9% | -35.9% | +7.6% |
| 10Y | +285.0% | +314.1% | -29.0% | +79.9% |
| All | +451.5% | +3,091.8% | -2,640.3% | +16.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SPY.
Daily Out/Under-Performance
Portfolio return minus SPY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPY 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 all: compounded portfolio wealth divided by compounded SPY 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…
all analysis · Full analysis span regression · 6 months rolling