+105.9%
C vs AXON
+71.5%
+34.4%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -18.2% | +18.7% | +3.2% |
| 7D | -2.4% | -26.8% | +24.4% | +2.0% |
| 30D | -6.0% | -22.9% | +16.9% | -2.6% |
| 3M | -10.5% | -40.1% | +29.5% | -4.3% |
| 6M | -5.7% | -18.9% | +13.2% | -5.0% |
| YTD | +4.1% | -44.9% | +49.0% | +10.7% |
| 1Y | +20.5% | -46.7% | +67.2% | +28.8% |
| 3Y | +208.1% | +44.3% | +163.8% | +163.7% |
| All | +105.9% | +71.5% | +34.4% | +54.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling