+663.2%
FLEX vs AXON
+179.8%
+483.4%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -4.2% | +5.7% | +2.4% |
| 7D | -0.9% | -14.2% | +13.3% | +2.3% |
| 30D | -10.1% | -15.4% | +5.2% | -7.6% |
| 3M | -31.3% | +0.5% | -31.8% | -32.7% |
| 6M | +71.3% | -9.5% | +80.8% | +70.4% |
| YTD | +81.2% | -9.2% | +90.4% | +78.3% |
| 1Y | +98.5% | -29.4% | +127.9% | +107.8% |
| 3Y | +428.2% | +139.4% | +288.8% | +260.3% |
| All | +663.2% | +179.8% | +483.4% | +334.2% |
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