+24.8%
LOW vs AXON
+44.5%
-19.7%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +2.7% | -2.6% | -0.1% |
| 7D | +1.4% | +0.8% | +0.6% | +1.3% |
| 30D | +21.7% | -22.8% | +44.5% | +23.9% |
| 3M | +5.0% | -48.8% | +53.8% | +9.9% |
| 6M | +4.6% | -16.3% | +20.9% | +6.1% |
| YTD | -3.5% | -44.5% | +41.0% | +0.1% |
| 1Y | +0.5% | -43.4% | +43.9% | +4.1% |
| 3Y | +24.8% | +44.3% | -19.5% | +4.6% |
| All | +24.8% | +44.5% | -19.7% | +4.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling