+186.7%
B vs AXON
+1,304.2%
-1,117.6%
-53.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -18.2% | +18.7% | +1.2% |
| 7D | +9.6% | -26.8% | +36.4% | +10.8% |
| 30D | +3.5% | -22.9% | +26.4% | +4.4% |
| 3M | -1.6% | -40.1% | +38.5% | +0.2% |
| 6M | -1.7% | -18.9% | +17.2% | -1.3% |
| YTD | -5.3% | -44.9% | +39.6% | -3.8% |
| 1Y | +27.2% | -46.7% | +73.9% | +29.3% |
| 3Y | +166.1% | +44.3% | +121.8% | +160.8% |
| 5Y | +136.5% | +71.4% | +65.1% | +129.0% |
| All | +186.7% | +1,304.2% | -1,117.6% | +229.7% |
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