+29.2%
DOW vs AXON
-28.9%
+58.2%
-34.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -4.2% | +1.1% | -3.4% |
| 7D | -2.4% | -14.2% | +11.8% | -3.6% |
| 30D | +0.4% | -15.4% | +15.8% | -0.6% |
| 3M | -14.4% | +0.5% | -14.9% | -13.5% |
| 6M | -7.0% | -9.5% | +2.5% | -3.9% |
| YTD | +30.2% | -9.2% | +39.4% | +35.6% |
| 1Y | +29.2% | -29.4% | +58.6% | +37.7% |
| All | +29.2% | -28.9% | +58.2% | +37.7% |
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 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