+11.9%
COST vs AXON
-40.7%
+52.6%
-18.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +1.8% | +0.8% | +2.7% |
| 7D | +6.6% | +0.2% | +6.4% | +6.6% |
| 30D | +13.5% | +3.0% | +10.5% | +13.4% |
| 3M | +10.6% | -30.1% | +40.7% | +10.8% |
| 6M | +3.6% | +7.7% | -4.1% | +3.5% |
| YTD | +22.1% | -25.3% | +47.4% | +24.1% |
| 1Y | +11.9% | -39.9% | +51.8% | +17.3% |
| All | +11.9% | -40.7% | +52.6% | +17.3% |
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