+255.9%
B vs AXON
+75,157.7%
-74,901.8%
-88.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -9.8% | +10.3% | +1.0% |
| 7D | +4.3% | -12.7% | +17.0% | +5.0% |
| 30D | -0.9% | -8.6% | +7.7% | -0.5% |
| 3M | -1.4% | -37.2% | +35.9% | +0.7% |
| 6M | +5.0% | +0.5% | +4.5% | +4.5% |
| YTD | -5.8% | -32.6% | +26.8% | -4.7% |
| 1Y | +25.6% | -40.2% | +65.8% | +27.8% |
| 3Y | +161.6% | +76.1% | +85.5% | +149.6% |
| 5Y | +135.2% | +109.5% | +25.8% | +120.3% |
| 10Y | +170.7% | +1,640.5% | -1,469.7% | +121.6% |
| All | +255.9% | +75,157.7% | -74,901.8% | +151.6% |
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 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