+197.7%
EXC vs AXON
+1,048.6%
-850.9%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.2% | -0.1% | -0.2% |
| 7D | +0.1% | -27.4% | +27.4% | +2.3% |
| 30D | +9.0% | -28.5% | +37.5% | +11.5% |
| 3M | +3.3% | -49.3% | +52.6% | +8.1% |
| 6M | +5.7% | -25.0% | +30.7% | +6.8% |
| YTD | +7.3% | -46.7% | +54.1% | +10.9% |
| 1Y | +2.9% | -48.3% | +51.2% | +6.5% |
| 3Y | +29.3% | +38.8% | -9.5% | +16.6% |
| 5Y | +40.1% | +77.7% | -37.7% | +19.6% |
| 10Y | +197.7% | +1,028.0% | -830.4% | +117.4% |
| All | +197.7% | +1,048.6% | -850.9% | +117.4% |
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 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