+213.4%
FXI vs AXON
+1,550.8%
-1,337.4%
-72.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -18.2% | +18.2% | +3.3% |
| 7D | +5.7% | -26.8% | +32.5% | +11.2% |
| 30D | +4.6% | -22.9% | +27.5% | +8.9% |
| 3M | -2.8% | -40.1% | +37.3% | +5.3% |
| 6M | -6.1% | -18.9% | +12.8% | -5.2% |
| YTD | -8.0% | -44.9% | +36.9% | -1.7% |
| 1Y | -11.3% | -46.7% | +35.4% | -4.7% |
| 3Y | +42.6% | +44.3% | -1.7% | +18.9% |
| 5Y | -0.1% | +71.4% | -71.4% | -22.3% |
| 10Y | +22.7% | +1,324.0% | -1,301.3% | -45.0% |
| All | +213.4% | +1,550.8% | -1,337.4% | -10.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling