+105.3%
FAST vs AXON
+71.5%
+33.8%
-30.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -18.2% | +18.4% | +2.1% |
| 7D | +2.1% | -26.8% | +28.9% | +5.2% |
| 30D | +6.9% | -22.9% | +29.8% | +9.4% |
| 3M | +4.8% | -40.1% | +44.9% | +10.0% |
| 6M | +19.8% | -18.9% | +38.7% | +20.4% |
| YTD | +34.9% | -44.9% | +79.8% | +41.2% |
| 1Y | +32.8% | -46.7% | +79.5% | +39.5% |
| 3Y | +93.7% | +44.3% | +49.4% | +62.8% |
| All | +105.3% | +71.5% | +33.8% | +54.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling