+3,183.5%
LIN vs AXON
+75,157.7%
-71,974.2%
-51.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -9.8% | +9.1% | +0.4% |
| 7D | +3.6% | -12.7% | +16.3% | +5.0% |
| 30D | +6.4% | -8.6% | +15.0% | +7.3% |
| 3M | +6.5% | -37.2% | +43.7% | +11.3% |
| 6M | +4.9% | +0.5% | +4.3% | +3.4% |
| YTD | +23.4% | -32.6% | +56.1% | +26.1% |
| 1Y | +26.3% | -40.2% | +66.5% | +30.6% |
| 3Y | +38.0% | +76.1% | -38.1% | +23.0% |
| 5Y | +68.0% | +109.5% | -41.5% | +44.0% |
| 10Y | +437.1% | +1,640.5% | -1,203.4% | +247.5% |
| All | +3,183.5% | +75,157.7% | -71,974.2% | +1,387.1% |
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