-9.7%
EXC vs AXON
-10.0%
+0.3%
-13.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -4.2% | +3.1% | -1.2% |
| 7D | +0.3% | -14.2% | +14.4% | -0.1% |
| 30D | -3.7% | -15.4% | +11.7% | -4.1% |
| 3M | -1.3% | +0.5% | -1.8% | -1.2% |
| 6M | -9.7% | -9.5% | -0.2% | -9.0% |
| All | -9.7% | -10.0% | +0.3% | -9.0% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling