+233.8%
LOW vs AXON
+1,811.1%
-1,577.2%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -3.1% | +2.0% | -0.6% |
| 7D | -0.6% | -3.3% | +2.7% | -0.1% |
| 30D | -9.3% | -17.8% | +8.6% | -6.6% |
| 3M | -8.1% | +8.3% | -16.4% | -10.0% |
| 6M | -19.8% | -12.4% | -7.4% | -19.4% |
| YTD | -16.4% | -13.7% | -2.6% | -16.4% |
| 1Y | -24.7% | -33.1% | +8.4% | -21.7% |
| 3Y | -8.8% | +128.2% | -137.0% | -28.5% |
| 5Y | +7.8% | +170.5% | -162.7% | -21.4% |
| 10Y | +233.8% | +1,846.0% | -1,612.1% | +85.5% |
| All | +233.8% | +1,811.1% | -1,577.2% | +85.5% |
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 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