+3,681.6%
COST vs AXON
+59,542.0%
-55,860.4%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -3.1% | +4.3% | +1.5% |
| 7D | +2.5% | -28.7% | +31.2% | +5.1% |
| 30D | +12.8% | -28.3% | +41.1% | +15.6% |
| 3M | +12.7% | -46.9% | +59.6% | +18.1% |
| 6M | +6.0% | -24.9% | +30.9% | +7.3% |
| YTD | +24.4% | -46.6% | +71.0% | +28.7% |
| 1Y | +16.2% | -49.7% | +65.9% | +20.8% |
| 3Y | +96.9% | +40.6% | +56.3% | +83.9% |
| 5Y | +121.1% | +71.9% | +49.3% | +100.0% |
| 10Y | +758.4% | +1,180.9% | -422.4% | +535.7% |
| All | +3,681.6% | +59,542.0% | -55,860.4% | +2,198.2% |
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