+3,774.0%
COST vs AXON
+60,315.1%
-56,541.2%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -2.6% | +3.1% | +0.6% |
| 7D | +2.5% | -19.7% | +22.2% | +4.2% |
| 30D | +14.6% | -25.7% | +40.3% | +17.1% |
| 3M | +15.2% | -48.8% | +64.0% | +21.2% |
| 6M | +7.2% | -22.0% | +29.2% | +8.2% |
| YTD | +27.4% | -45.9% | +73.3% | +31.7% |
| 1Y | +20.2% | -46.1% | +66.3% | +24.2% |
| 3Y | +96.9% | +40.9% | +55.9% | +83.8% |
| 5Y | +122.8% | +80.2% | +42.6% | +100.7% |
| 10Y | +764.3% | +1,029.9% | -265.7% | +546.7% |
| All | +3,774.0% | +60,315.1% | -56,541.2% | +2,251.7% |
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