+101.3%
NOK vs AXON
+177.9%
-76.6%
-50.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -2.0% | +8.2% | +6.4% |
| 7D | +7.3% | -2.5% | +9.7% | +7.5% |
| 30D | +13.8% | -11.5% | +25.3% | +14.9% |
| 3M | -27.0% | +7.3% | -34.3% | -28.2% |
| 6M | +37.6% | -11.9% | +49.5% | +38.6% |
| YTD | +64.6% | -11.0% | +75.6% | +64.9% |
| 1Y | +132.0% | -31.8% | +163.8% | +140.6% |
| 3Y | +183.7% | +135.4% | +48.3% | +120.8% |
| 5Y | +101.3% | +176.9% | -75.6% | +35.8% |
| All | +101.3% | +177.9% | -76.6% | +35.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling