+25.0%
FLEX vs AXON
-40.7%
+65.7%
-52.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.3% | +1.8% | -14.2% | -12.4% |
| 7D | -17.0% | +0.2% | -17.2% | -17.0% |
| 30D | -33.8% | +3.0% | -36.9% | -33.9% |
| 3M | -39.0% | -30.1% | -8.9% | -38.0% |
| 6M | -15.9% | +7.7% | -23.6% | -17.1% |
| YTD | +27.8% | -25.3% | +53.1% | +28.5% |
| 1Y | +25.0% | -39.9% | +64.9% | +26.8% |
| All | +25.0% | -40.7% | +65.7% | +26.8% |
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