+18.3%
NOW vs AXON
+140.4%
-122.1%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -4.2% | +1.2% | -1.7% |
| 7D | -2.4% | -14.2% | +11.8% | +2.1% |
| 30D | +20.5% | -15.4% | +35.9% | +25.7% |
| 3M | +18.3% | +0.5% | +17.9% | +16.5% |
| 6M | +24.1% | -9.5% | +33.6% | +23.9% |
| YTD | -7.8% | -9.2% | +1.4% | -8.7% |
| 1Y | -21.4% | -29.4% | +8.0% | -18.2% |
| All | +18.3% | +140.4% | -122.1% | -10.6% |
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