+531.8%
FAST vs AXON
+1,048.6%
-516.8%
-30.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.2% | +0.7% | +0.5% |
| 7D | +4.8% | -27.4% | +32.2% | +8.8% |
| 30D | +8.6% | -28.5% | +37.1% | +12.9% |
| 3M | +5.7% | -49.3% | +55.0% | +14.6% |
| 6M | +25.5% | -25.0% | +50.5% | +27.9% |
| YTD | +39.6% | -46.7% | +86.3% | +47.7% |
| 1Y | +35.5% | -48.3% | +83.7% | +43.8% |
| 3Y | +96.2% | +38.8% | +57.4% | +70.6% |
| 5Y | +110.2% | +77.7% | +32.5% | +69.6% |
| 10Y | +531.8% | +1,028.0% | -496.2% | +293.7% |
| All | +531.8% | +1,048.6% | -516.8% | +293.7% |
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