-48.1%
C vs AXON
+101,343.3%
-101,391.5%
-98.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -4.2% | +3.9% | +0.6% |
| 7D | +3.6% | -14.2% | +17.8% | +6.9% |
| 30D | +0.1% | -15.4% | +15.5% | +3.0% |
| 3M | +2.4% | +0.5% | +1.9% | +0.6% |
| 6M | +24.9% | -9.5% | +34.4% | +24.3% |
| YTD | +19.8% | -9.2% | +29.0% | +18.3% |
| 1Y | +44.9% | -29.4% | +74.2% | +50.2% |
| 3Y | +263.0% | +139.4% | +123.6% | +173.7% |
| 5Y | +129.5% | +178.9% | -49.4% | +60.2% |
| 10Y | +291.6% | +1,840.8% | -1,549.2% | +58.7% |
| All | -48.1% | +101,343.3% | -101,391.5% | -90.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling