+23.3%
LQD vs AXON
+1,811.1%
-1,787.8%
-25.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -3.1% | +2.9% | -0.1% |
| 7D | 0.0% | -3.3% | +3.3% | 0.0% |
| 30D | -0.2% | -17.8% | +17.6% | +0.3% |
| 3M | -1.7% | +8.3% | -10.0% | -2.1% |
| 6M | -2.7% | -12.4% | +9.7% | -2.6% |
| YTD | -1.4% | -13.7% | +12.3% | -1.4% |
| 1Y | -1.0% | -33.1% | +32.1% | -0.3% |
| 3Y | +15.1% | +128.2% | -113.2% | +10.5% |
| 5Y | -5.2% | +170.5% | -175.7% | -10.4% |
| 10Y | +23.3% | +1,846.0% | -1,822.7% | +13.4% |
| All | +23.3% | +1,811.1% | -1,787.8% | +13.4% |
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