+74.3%
F vs AXON
+1,048.6%
-974.3%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.2% | -0.5% | -0.7% |
| 7D | +1.0% | -27.4% | +28.3% | +6.4% |
| 30D | +2.1% | -28.5% | +30.6% | +7.8% |
| 3M | -10.3% | -49.3% | +39.0% | +0.4% |
| 6M | +3.3% | -25.0% | +28.3% | +5.9% |
| YTD | -2.0% | -46.7% | +44.7% | +5.7% |
| 1Y | -2.3% | -48.3% | +46.0% | +6.0% |
| 3Y | +49.9% | +38.8% | +11.1% | +24.4% |
| 5Y | -12.5% | +77.7% | -90.2% | -34.2% |
| 10Y | +74.3% | +1,028.0% | -953.8% | -2.3% |
| All | +74.3% | +1,048.6% | -974.3% | -2.3% |
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