+5,892.0%
FIX vs AXON
+1,827.7%
+4,064.2%
-49.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -4.2% | +6.1% | +2.8% |
| 7D | +6.0% | -14.2% | +20.2% | +9.1% |
| 30D | -7.2% | -15.4% | +8.1% | -4.9% |
| 3M | -15.9% | +0.5% | -16.3% | -17.7% |
| 6M | +12.7% | -9.5% | +22.2% | +11.6% |
| YTD | +72.8% | -9.2% | +82.0% | +69.3% |
| 1Y | +122.9% | -29.4% | +152.3% | +130.9% |
| 3Y | +774.3% | +139.4% | +634.9% | +586.2% |
| 5Y | +2,049.5% | +178.9% | +1,870.6% | +1,471.7% |
| All | +5,892.0% | +1,827.7% | +4,064.2% | +2,789.0% |
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