+379.6%
META vs AXON
+1,827.7%
-1,448.1%
-76.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -4.2% | +5.2% | +1.9% |
| 7D | +6.7% | -14.2% | +20.9% | +10.2% |
| 30D | +4.8% | -15.4% | +20.1% | +7.9% |
| 3M | -1.6% | +0.5% | -2.1% | -3.1% |
| 6M | -7.5% | -9.5% | +2.0% | -7.6% |
| YTD | -6.4% | -9.2% | +2.8% | -7.6% |
| 1Y | -17.3% | -29.4% | +12.0% | -13.9% |
| 3Y | +109.9% | +139.4% | -29.5% | +54.1% |
| 5Y | +65.4% | +178.9% | -113.5% | +11.1% |
| All | +379.6% | +1,827.7% | -1,448.1% | +145.5% |
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