+43.9%
F vs AXON
+101,343.3%
-101,299.4%
-94.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -4.2% | +5.6% | +2.1% |
| 7D | +5.3% | -14.2% | +19.5% | +7.8% |
| 30D | +4.6% | -15.4% | +20.0% | +7.0% |
| 3M | -3.7% | +0.5% | -4.1% | -4.8% |
| 6M | +16.8% | -9.5% | +26.3% | +16.4% |
| YTD | +15.3% | -9.2% | +24.5% | +14.0% |
| 1Y | +31.0% | -29.4% | +60.4% | +34.4% |
| 3Y | +45.4% | +139.4% | -94.0% | +17.6% |
| 5Y | +54.7% | +178.9% | -124.2% | +19.0% |
| 10Y | +98.2% | +1,840.8% | -1,742.6% | +4.5% |
| All | +43.9% | +101,343.3% | -101,299.4% | -57.8% |
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