+25.8%
C vs AXON
-45.9%
+71.7%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +4.3% | -2.7% | +1.1% |
| 7D | -0.4% | -25.6% | +25.2% | +3.0% |
| 30D | -5.3% | -23.9% | +18.6% | -2.4% |
| 3M | -8.0% | -50.4% | +42.4% | -0.1% |
| 6M | -0.3% | -20.0% | +19.8% | -0.2% |
| YTD | +8.6% | -44.5% | +53.1% | +13.9% |
| 1Y | +25.8% | -44.9% | +70.7% | +32.4% |
| All | +25.8% | -45.9% | +71.7% | +32.4% |
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