+14.2%
FXI vs AXON
+1,845.5%
-1,831.3%
-60.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -2.0% | -0.5% | -2.2% |
| 7D | -1.0% | -2.5% | +1.5% | -0.7% |
| 30D | -3.2% | -11.5% | +8.3% | -2.0% |
| 3M | +1.7% | +7.3% | -5.6% | -0.2% |
| 6M | -1.6% | -11.9% | +10.4% | -1.5% |
| YTD | -7.9% | -11.0% | +3.1% | -8.5% |
| 1Y | -9.6% | -31.8% | +22.1% | -7.3% |
| 3Y | +40.5% | +135.4% | -94.9% | +14.6% |
| 5Y | -6.2% | +176.9% | -183.1% | -28.2% |
| 10Y | +14.2% | +1,854.5% | -1,840.3% | -30.6% |
| All | +14.2% | +1,845.5% | -1,831.3% | -30.6% |
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