+24.2%
FIX vs AXON
-44.3%
+68.5%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +2.7% | -4.1% | -1.4% |
| 7D | +9.4% | +0.8% | +8.7% | +9.4% |
| 30D | -27.8% | -22.8% | -5.0% | -27.6% |
| 3M | -35.6% | -48.8% | +13.2% | -35.3% |
| 6M | -45.2% | -16.3% | -28.9% | -46.0% |
| YTD | +19.5% | -44.5% | +63.9% | +23.6% |
| 1Y | +24.2% | -43.4% | +67.6% | +25.1% |
| All | +24.2% | -44.3% | +68.5% | +25.1% |
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