+122.9%
FIX vs AXON
-28.9%
+151.8%
-26.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -4.2% | +6.1% | +2.1% |
| 7D | +6.0% | -14.2% | +20.2% | +6.7% |
| 30D | -7.2% | -15.4% | +8.1% | -6.7% |
| 3M | -15.9% | +0.5% | -16.3% | -16.3% |
| 6M | +12.7% | -9.5% | +22.2% | +15.4% |
| YTD | +72.8% | -9.2% | +82.0% | +78.5% |
| 1Y | +122.9% | -29.4% | +152.3% | +150.3% |
| All | +122.9% | -28.9% | +151.8% | +150.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling