+27.3%
LIN vs AXON
-40.7%
+68.0%
-16.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +1.8% | +0.8% | +2.6% |
| 7D | +3.3% | +0.2% | +3.0% | +3.3% |
| 30D | +8.8% | +3.0% | +5.8% | +8.8% |
| 3M | +8.6% | -30.1% | +38.8% | +8.7% |
| 6M | +7.0% | +7.7% | -0.7% | +8.4% |
| YTD | +24.3% | -25.3% | +49.6% | +26.9% |
| 1Y | +27.3% | -39.9% | +67.2% | +32.0% |
| All | +27.3% | -40.7% | +68.0% | +32.0% |
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