+294.8%
B vs AXON
+101,343.3%
-101,048.5%
-88.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -4.2% | +2.0% | -2.0% |
| 7D | -1.6% | -14.2% | +12.6% | -0.9% |
| 30D | +9.4% | -15.4% | +24.8% | +10.2% |
| 3M | +5.0% | +0.5% | +4.5% | +4.6% |
| 6M | -3.5% | -9.5% | +6.0% | -3.6% |
| YTD | +4.5% | -9.2% | +13.7% | +4.2% |
| 1Y | +67.8% | -29.4% | +97.2% | +69.2% |
| 3Y | +196.7% | +139.4% | +57.3% | +179.0% |
| 5Y | +151.9% | +178.9% | -27.0% | +132.8% |
| 10Y | +202.2% | +1,840.8% | -1,638.6% | +146.3% |
| All | +294.8% | +101,343.3% | -101,048.5% | +175.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling