+554.8%
MA vs AXON
+1,278.1%
-723.3%
-41.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -3.1% | +3.6% | +1.0% |
| 7D | -0.3% | -28.7% | +28.4% | +5.0% |
| 30D | +11.3% | -28.3% | +39.6% | +17.1% |
| 3M | +16.7% | -46.9% | +63.6% | +28.4% |
| 6M | +32.8% | -24.9% | +57.7% | +35.8% |
| YTD | +15.6% | -46.6% | +62.2% | +24.0% |
| 1Y | +19.6% | -49.7% | +69.3% | +29.5% |
| 3Y | +72.1% | +40.6% | +31.5% | +44.0% |
| 5Y | +96.0% | +71.9% | +24.2% | +50.5% |
| 10Y | +554.8% | +1,180.9% | -626.1% | +263.8% |
| All | +554.8% | +1,278.1% | -723.3% | +263.8% |
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