+473.3%
FLEX vs AXON
+84.3%
+388.9%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +4.3% | -0.5% | +2.9% |
| 7D | +2.2% | -25.6% | +27.9% | +8.3% |
| 30D | -32.6% | -23.9% | -8.8% | -29.1% |
| 3M | -35.5% | -50.4% | +14.9% | -26.0% |
| 6M | -45.6% | -20.0% | -25.5% | -45.1% |
| YTD | +30.7% | -44.5% | +75.2% | +41.5% |
| 1Y | +28.4% | -44.9% | +73.2% | +39.3% |
| 3Y | +301.7% | +44.7% | +256.9% | +203.5% |
| 5Y | +473.3% | +86.7% | +386.6% | +244.3% |
| All | +473.3% | +84.3% | +388.9% | +244.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling