+23.4%
F vs AXON
+75,157.7%
-75,134.4%
-94.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -9.8% | +8.7% | +0.5% |
| 7D | +1.4% | -12.7% | +14.0% | +3.5% |
| 30D | +2.0% | -8.6% | +10.6% | +3.4% |
| 3M | -10.4% | -37.2% | +26.9% | -4.0% |
| 6M | +9.7% | +0.5% | +9.2% | +7.5% |
| YTD | -1.2% | -32.6% | +31.5% | +2.2% |
| 1Y | 0.0% | -40.2% | +40.2% | +5.4% |
| 3Y | +41.1% | +76.1% | -35.0% | +19.6% |
| 5Y | -11.4% | +109.5% | -120.9% | -28.7% |
| 10Y | +85.0% | +1,640.5% | -1,555.5% | -0.7% |
| All | +23.4% | +75,157.7% | -75,134.4% | -62.2% |
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