+2,312.1%
MAR vs AXON
+61,473.8%
-59,161.7%
-75.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -18.2% | +18.0% | +2.6% |
| 7D | +4.3% | -26.8% | +31.1% | +9.0% |
| 30D | +16.8% | -22.9% | +39.7% | +21.1% |
| 3M | +16.0% | -40.1% | +56.1% | +24.3% |
| 6M | +16.5% | -18.9% | +35.3% | +17.4% |
| YTD | +35.0% | -44.9% | +79.9% | +43.3% |
| 1Y | +49.4% | -46.7% | +96.1% | +59.2% |
| 3Y | +124.1% | +44.3% | +79.7% | +97.1% |
| 5Y | +159.2% | +71.4% | +87.8% | +117.0% |
| 10Y | +553.9% | +1,324.0% | -770.1% | +277.3% |
| All | +2,312.1% | +61,473.8% | -59,161.7% | +875.5% |
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 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