+3,800.0%
FIX vs AXON
+1,278.1%
+2,521.9%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.4% | -3.1% | +12.5% | +10.0% |
| 7D | -7.2% | -28.7% | +21.5% | -1.4% |
| 30D | -35.1% | -28.3% | -6.8% | -31.2% |
| 3M | -34.3% | -46.9% | +12.6% | -26.6% |
| 6M | -42.9% | -24.9% | -18.1% | -41.9% |
| YTD | +19.5% | -46.6% | +66.1% | +28.8% |
| 1Y | +16.8% | -49.7% | +66.5% | +27.8% |
| 3Y | +506.7% | +40.6% | +466.1% | +424.6% |
| 5Y | +1,046.7% | +71.9% | +974.8% | +815.0% |
| 10Y | +3,800.0% | +1,180.9% | +2,619.1% | +1,992.9% |
| All | +3,800.0% | +1,278.1% | +2,521.9% | +1,992.9% |
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