+95.1%
META vs AXON
+42.7%
+52.4%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -18.2% | +19.0% | +3.7% |
| 7D | -0.8% | -26.8% | +26.0% | +3.9% |
| 30D | -15.4% | -22.9% | +7.5% | -12.3% |
| 3M | +3.5% | -40.1% | +43.6% | +11.2% |
| 6M | -0.3% | -18.9% | +18.6% | +0.8% |
| YTD | -7.3% | -44.9% | +37.6% | -1.0% |
| 1Y | -1.1% | -46.7% | +45.6% | +6.3% |
| 3Y | +95.1% | +44.3% | +50.7% | +71.6% |
| All | +95.1% | +42.7% | +52.4% | +71.6% |
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