+22.7%
C vs AXON
-50.4%
+73.1%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -3.1% | +5.6% | +2.8% |
| 7D | -0.9% | -28.7% | +27.8% | +3.0% |
| 30D | -5.4% | -28.3% | +22.9% | -1.8% |
| 3M | -9.2% | -46.9% | +37.7% | -2.4% |
| 6M | -1.8% | -24.9% | +23.0% | -0.9% |
| YTD | +6.7% | -46.6% | +53.3% | +12.4% |
| All | +22.7% | -50.4% | +73.1% | +33.6% |
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 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