+760.6%
COST vs AXON
+1,109.0%
-348.4%
-31.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +4.3% | -2.2% | +1.6% |
| 7D | +3.9% | -25.6% | +29.6% | +6.7% |
| 30D | +13.5% | -23.9% | +37.4% | +16.2% |
| 3M | +15.3% | -50.4% | +65.8% | +22.9% |
| 6M | +9.2% | -20.0% | +29.2% | +9.8% |
| YTD | +26.9% | -44.5% | +71.3% | +31.6% |
| 1Y | +19.7% | -44.9% | +64.6% | +24.2% |
| 3Y | +96.0% | +44.7% | +51.3% | +76.0% |
| 5Y | +124.0% | +86.7% | +37.3% | +89.6% |
| 10Y | +760.6% | +1,060.5% | -299.9% | +506.9% |
| All | +760.6% | +1,109.0% | -348.4% | +506.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling