+640.4%
FLEX vs AXON
+1,278.1%
-637.7%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | -3.1% | +15.2% | +12.9% |
| 7D | -7.2% | -28.7% | +21.6% | +0.9% |
| 30D | -34.8% | -28.3% | -6.5% | -29.2% |
| 3M | -35.6% | -46.9% | +11.3% | -24.9% |
| 6M | -45.0% | -24.9% | -20.1% | -43.3% |
| YTD | +29.4% | -46.6% | +76.0% | +43.7% |
| 1Y | +24.8% | -49.7% | +74.5% | +41.3% |
| 3Y | +304.4% | +40.6% | +263.9% | +207.5% |
| 5Y | +484.1% | +71.9% | +412.2% | +291.2% |
| 10Y | +640.4% | +1,180.9% | -540.5% | +197.8% |
| All | +640.4% | +1,278.1% | -637.7% | +197.8% |
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 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