+222.7%
B vs AXON
+1,109.0%
-886.2%
-53.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +4.3% | -5.8% | -1.8% |
| 7D | -2.7% | -25.6% | +23.0% | -1.5% |
| 30D | -4.3% | -23.9% | +19.6% | -3.3% |
| 3M | -2.3% | -50.4% | +48.1% | +0.5% |
| 6M | -16.2% | -20.0% | +3.8% | -15.8% |
| YTD | -8.8% | -44.5% | +35.6% | -7.2% |
| 1Y | +11.4% | -44.9% | +56.2% | +13.3% |
| 3Y | +174.3% | +44.7% | +129.6% | +167.2% |
| 5Y | +116.2% | +86.7% | +29.5% | +107.1% |
| 10Y | +222.7% | +1,060.5% | -837.7% | +220.6% |
| All | +222.7% | +1,109.0% | -886.2% | +220.6% |
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