+16.4%
B vs AXON
-50.5%
+67.0%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | -0.2% | -5.9% | -6.1% |
| 7D | +7.1% | -27.4% | +34.5% | +9.7% |
| 30D | -3.3% | -28.5% | +25.1% | -0.9% |
| 3M | -2.5% | -49.3% | +46.7% | +2.7% |
| 6M | -7.2% | -25.0% | +17.8% | -6.2% |
| YTD | -7.4% | -46.7% | +39.4% | -1.0% |
| 1Y | +16.4% | -48.3% | +64.7% | +25.8% |
| All | +16.4% | -50.5% | +67.0% | +25.8% |
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