+364.6%
EXC vs AXON
+101,343.3%
-100,978.8%
-62.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -4.2% | +3.1% | -0.8% |
| 7D | +0.3% | -14.2% | +14.4% | +1.3% |
| 30D | -3.7% | -15.4% | +11.7% | -2.8% |
| 3M | -1.3% | +0.5% | -1.8% | -1.8% |
| 6M | -9.7% | -9.5% | -0.2% | -9.9% |
| YTD | +2.9% | -9.2% | +12.1% | +2.4% |
| 1Y | +4.4% | -29.4% | +33.8% | +5.5% |
| 3Y | +22.2% | +139.4% | -117.2% | +10.7% |
| 5Y | +46.7% | +178.9% | -132.2% | +29.3% |
| 10Y | +155.3% | +1,840.8% | -1,685.5% | +89.5% |
| All | +364.6% | +101,343.3% | -100,978.8% | +208.6% |
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