+338.2%
AZN vs AXON
+1,058.0%
-719.8%
-27.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +2.7% | -2.7% | -0.1% |
| 7D | -1.1% | +0.8% | -1.8% | -1.1% |
| 30D | +13.8% | -22.8% | +36.6% | +15.5% |
| 3M | +17.3% | -48.8% | +66.1% | +21.9% |
| 6M | -1.7% | -16.3% | +14.5% | -1.6% |
| YTD | +1.4% | -44.5% | +45.8% | +3.9% |
| 1Y | +5.2% | -43.4% | +48.6% | +7.6% |
| 3Y | +52.6% | +44.3% | +8.4% | +40.7% |
| 5Y | +72.9% | +85.1% | -12.2% | +52.2% |
| All | +338.2% | +1,058.0% | -719.8% | +231.3% |
Cumulative growth
Daily Returns
Daily percentage return beside AXON.
Daily Out/Under-Performance
Portfolio return minus AXON return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AXON 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 AXON 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