+5.4%
B vs AXON
-44.3%
+49.6%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +2.7% | -3.4% | -0.9% |
| 7D | -7.3% | +0.8% | -8.1% | -7.4% |
| 30D | -3.3% | -22.8% | +19.4% | -1.5% |
| 3M | -7.8% | -48.8% | +41.0% | -2.8% |
| 6M | -15.5% | -16.3% | +0.7% | -15.7% |
| YTD | -12.3% | -44.5% | +32.2% | -6.7% |
| 1Y | +5.4% | -43.4% | +48.8% | +11.4% |
| All | +5.4% | -44.3% | +49.6% | +11.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling