+514.0%
NOW vs AXON
+1,058.0%
-544.0%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +2.7% | -1.1% | +0.7% |
| 7D | +0.3% | +0.8% | -0.5% | 0.0% |
| 30D | -27.0% | -22.8% | -4.2% | -21.7% |
| 3M | -19.6% | -48.8% | +29.1% | -2.4% |
| 6M | +17.5% | -16.3% | +33.8% | +21.1% |
| YTD | -33.3% | -44.5% | +11.2% | -22.9% |
| 1Y | -39.8% | -43.4% | +3.6% | -30.9% |
| 3Y | -19.9% | +44.3% | -64.2% | -35.9% |
| 5Y | -26.1% | +85.1% | -111.2% | -48.1% |
| All | +514.0% | +1,058.0% | -544.0% | +188.6% |
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 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