+19.2%
FXI vs AXON
+1,027.4%
-1,008.3%
-60.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -2.6% | +1.3% | -1.0% |
| 7D | -4.2% | -19.7% | +15.5% | -1.9% |
| 30D | -2.0% | -25.7% | +23.7% | +1.1% |
| 3M | -5.0% | -48.8% | +43.8% | +2.4% |
| 6M | -9.6% | -22.0% | +12.3% | -8.6% |
| YTD | -11.9% | -45.9% | +34.0% | -7.5% |
| 1Y | -16.7% | -46.1% | +29.4% | -12.5% |
| 3Y | +40.6% | +40.9% | -0.3% | +21.1% |
| 5Y | -9.1% | +80.2% | -89.3% | -27.5% |
| All | +19.2% | +1,027.4% | -1,008.3% | -23.8% |
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