+506.3%
NOW vs AXON
+1,048.6%
-542.3%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.2% | -2.9% | -3.0% |
| 7D | -8.7% | -27.4% | +18.6% | +0.1% |
| 30D | -29.3% | -28.5% | -0.8% | -22.4% |
| 3M | -21.8% | -49.3% | +27.4% | -4.9% |
| 6M | +9.2% | -25.0% | +34.3% | +16.6% |
| YTD | -35.0% | -46.7% | +11.8% | -23.9% |
| 1Y | -42.5% | -48.3% | +5.7% | -32.1% |
| 3Y | -21.5% | +38.8% | -60.4% | -36.4% |
| 5Y | -25.8% | +77.7% | -103.5% | -47.2% |
| 10Y | +506.3% | +1,028.0% | -521.7% | +188.6% |
| All | +506.3% | +1,048.6% | -542.3% | +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