+146.2%
B vs AXON
+71.5%
+74.7%
-47.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -3.1% | +7.4% | +4.4% |
| 7D | +11.3% | -28.7% | +40.1% | +13.5% |
| 30D | +2.9% | -28.3% | +31.3% | +4.9% |
| 3M | -2.9% | -46.9% | +44.0% | +0.6% |
| 6M | -1.2% | -24.9% | +23.7% | -0.2% |
| YTD | -1.3% | -46.6% | +45.3% | +1.3% |
| 1Y | +30.4% | -49.7% | +80.1% | +34.3% |
| 3Y | +195.3% | +40.6% | +154.7% | +181.2% |
| 5Y | +146.2% | +71.9% | +74.3% | +119.6% |
| All | +146.2% | +71.5% | +74.7% | +119.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling