+207.0%
C vs AXON
+1,058.0%
-850.9%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +2.7% | -2.7% | -0.6% |
| 7D | +4.2% | +0.8% | +3.4% | +4.0% |
| 30D | +2.0% | -22.8% | +24.7% | +6.6% |
| 3M | -10.1% | -48.8% | +38.6% | +1.2% |
| 6M | +1.0% | -16.3% | +17.3% | +1.5% |
| YTD | +8.5% | -44.5% | +52.9% | +17.0% |
| 1Y | +25.7% | -43.4% | +69.1% | +35.0% |
| 3Y | +216.0% | +44.3% | +171.7% | +162.7% |
| 5Y | +112.3% | +85.1% | +27.2% | +60.0% |
| All | +207.0% | +1,058.0% | -850.9% | +54.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling