-10.8%
DOW vs AXON
+886.7%
-897.6%
-64.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -4.2% | +1.1% | -2.5% |
| 7D | -2.4% | -14.2% | +11.8% | -0.5% |
| 30D | +0.4% | -15.4% | +15.8% | +2.1% |
| 3M | -14.4% | +0.5% | -14.9% | -15.7% |
| 6M | -7.0% | -9.5% | +2.5% | -7.6% |
| YTD | +30.2% | -9.2% | +39.4% | +28.3% |
| 1Y | +29.2% | -29.4% | +58.6% | +32.8% |
| 3Y | -36.7% | +139.4% | -176.1% | -52.5% |
| 5Y | -37.7% | +178.9% | -216.6% | -56.7% |
| All | -10.8% | +886.7% | -897.6% | -57.8% |
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