+422.5%
DUK vs AXON
+101,343.3%
-100,920.9%
-68.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -4.2% | +3.2% | -0.8% |
| 7D | 0.0% | -14.2% | +14.1% | +0.7% |
| 30D | -1.7% | -15.4% | +13.7% | -1.1% |
| 3M | -0.4% | +0.5% | -0.9% | -0.8% |
| 6M | -7.2% | -9.5% | +2.3% | -7.4% |
| YTD | +5.3% | -9.2% | +14.5% | +4.9% |
| 1Y | +3.0% | -29.4% | +32.3% | +3.7% |
| 3Y | +53.1% | +139.4% | -86.3% | +42.7% |
| 5Y | +37.9% | +178.9% | -141.0% | +26.1% |
| 10Y | +124.8% | +1,840.8% | -1,716.0% | +79.7% |
| All | +422.5% | +101,343.3% | -100,920.9% | +245.9% |
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