+395.3%
EXC vs AXON
+75,157.7%
-74,762.4%
-62.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -9.8% | +10.4% | +1.3% |
| 7D | +1.4% | -12.7% | +14.0% | +2.3% |
| 30D | +11.6% | -8.6% | +20.3% | +12.2% |
| 3M | +2.7% | -37.2% | +39.9% | +5.6% |
| 6M | +2.7% | +0.5% | +2.2% | +1.8% |
| YTD | +9.7% | -32.6% | +42.3% | +11.3% |
| 1Y | +4.5% | -40.2% | +44.7% | +6.8% |
| 3Y | +28.5% | +76.1% | -47.6% | +18.7% |
| 5Y | +43.9% | +109.5% | -65.5% | +29.3% |
| 10Y | +183.7% | +1,640.5% | -1,456.7% | +112.1% |
| All | +395.3% | +75,157.7% | -74,762.4% | +235.4% |
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 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