+125.9%
DUK vs AXON
+1,813.9%
-1,687.9%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.3% | +1.4% | -0.8% |
| 7D | -1.7% | -11.0% | +9.3% | -1.3% |
| 30D | -2.2% | -24.7% | +22.5% | -1.5% |
| 3M | -3.7% | +7.0% | -10.7% | -4.1% |
| 6M | -6.3% | -9.6% | +3.3% | -6.4% |
| YTD | +4.5% | -15.7% | +20.2% | +4.6% |
| 1Y | +1.8% | -35.9% | +37.8% | +2.9% |
| 3Y | +46.8% | +123.0% | -76.2% | +37.6% |
| 5Y | +40.2% | +166.3% | -126.1% | +28.6% |
| All | +125.9% | +1,813.9% | -1,687.9% | +98.8% |
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 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