+20.5%
C vs AXON
-50.2%
+70.7%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -18.2% | +18.7% | +2.7% |
| 7D | -2.4% | -26.8% | +24.4% | +1.1% |
| 30D | -6.0% | -22.9% | +16.9% | -3.2% |
| 3M | -10.5% | -40.1% | +29.5% | -5.6% |
| 6M | -5.7% | -18.9% | +13.2% | -6.0% |
| YTD | +4.1% | -44.9% | +49.0% | +9.2% |
| 1Y | +20.5% | -46.7% | +67.2% | +29.1% |
| All | +20.5% | -50.2% | +70.7% | +29.1% |
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