+52.4%
DUK vs AXON
+72.9%
-20.5%
-24.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.2% | +0.9% | +0.7% |
| 7D | +1.9% | -27.4% | +29.3% | +1.9% |
| 30D | +10.5% | -28.5% | +39.0% | +10.5% |
| 3M | +7.3% | -49.3% | +56.6% | +7.2% |
| 6M | +5.7% | -25.0% | +30.7% | +5.6% |
| YTD | +12.9% | -46.7% | +59.6% | +13.0% |
| 1Y | +8.6% | -48.3% | +56.8% | +8.7% |
| 3Y | +63.5% | +38.8% | +24.7% | +58.1% |
| 5Y | +52.4% | +77.7% | -25.3% | +41.0% |
| All | +52.4% | +72.9% | -20.5% | +41.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling