-13.4%
FXI vs AXON
-50.4%
+37.0%
-22.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -3.1% | +2.3% | -0.7% |
| 7D | +4.4% | -28.7% | +33.1% | +5.3% |
| 30D | +1.2% | -28.3% | +29.5% | +2.1% |
| 3M | -4.2% | -46.9% | +42.7% | -2.7% |
| 6M | -6.2% | -24.9% | +18.6% | -5.5% |
| YTD | -8.8% | -46.6% | +37.8% | -8.9% |
| All | -13.4% | -50.4% | +37.0% | -12.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling