+3,553.2%
FIX vs AXON
+1,058.0%
+2,495.2%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +2.7% | -4.1% | -1.9% |
| 7D | +9.4% | +0.8% | +8.7% | +9.2% |
| 30D | -27.8% | -22.8% | -5.0% | -24.6% |
| 3M | -35.6% | -48.8% | +13.2% | -27.3% |
| 6M | -45.2% | -16.3% | -28.9% | -45.5% |
| YTD | +19.5% | -44.5% | +63.9% | +27.9% |
| 1Y | +24.2% | -43.4% | +67.6% | +32.4% |
| 3Y | +494.2% | +44.3% | +449.9% | +411.5% |
| 5Y | +1,036.1% | +85.1% | +951.0% | +794.7% |
| All | +3,553.2% | +1,058.0% | +2,495.2% | +1,877.0% |
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