-8.8%
NOK vs AXON
+101,343.3%
-101,352.1%
-94.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -4.2% | +6.8% | +3.2% |
| 7D | -1.8% | -14.2% | +12.4% | +0.1% |
| 30D | +4.7% | -15.4% | +20.1% | +6.4% |
| 3M | -39.7% | +0.5% | -40.1% | -40.2% |
| 6M | +23.1% | -9.5% | +32.6% | +22.5% |
| YTD | +55.0% | -9.2% | +64.2% | +53.5% |
| 1Y | +118.0% | -29.4% | +147.4% | +122.4% |
| 3Y | +170.5% | +139.4% | +31.1% | +127.1% |
| 5Y | +84.9% | +178.9% | -94.0% | +48.7% |
| 10Y | +112.0% | +1,840.8% | -1,728.8% | +26.2% |
| All | -8.8% | +101,343.3% | -101,352.1% | -66.3% |
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