+183.8%
EXC vs AXON
+1,278.1%
-1,094.3%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -3.1% | +3.2% | +0.3% |
| 7D | -1.7% | -28.7% | +27.0% | +0.5% |
| 30D | +9.3% | -28.3% | +37.6% | +11.7% |
| 3M | +1.0% | -46.9% | +47.9% | +5.2% |
| 6M | +5.9% | -24.9% | +30.8% | +7.0% |
| YTD | +7.6% | -46.6% | +54.2% | +11.0% |
| 1Y | +2.4% | -49.7% | +52.1% | +6.1% |
| 3Y | +30.2% | +40.6% | -10.3% | +17.9% |
| 5Y | +41.4% | +71.9% | -30.5% | +22.1% |
| 10Y | +183.8% | +1,180.9% | -997.1% | +124.7% |
| All | +183.8% | +1,278.1% | -1,094.3% | +124.7% |
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