+9.1%
DUK vs AXON
-44.3%
+53.4%
-13.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +2.7% | -1.4% | +1.3% |
| 7D | +1.9% | +0.8% | +1.2% | +2.0% |
| 30D | +8.9% | -22.8% | +31.6% | +8.4% |
| 3M | +5.6% | -48.8% | +54.3% | +3.8% |
| 6M | +7.0% | -16.3% | +23.3% | +7.7% |
| YTD | +14.0% | -44.5% | +58.5% | +13.9% |
| 1Y | +9.1% | -43.4% | +52.5% | +9.4% |
| All | +9.1% | -44.3% | +53.4% | +9.4% |
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