-26.0%
NOW vs AXON
+105.6%
-131.6%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | -9.8% | +3.9% | -2.3% |
| 7D | -6.7% | -12.7% | +6.0% | -1.9% |
| 30D | -25.8% | -8.6% | -17.2% | -23.7% |
| 3M | -12.7% | -37.2% | +24.6% | +2.0% |
| 6M | +11.2% | +0.5% | +10.7% | +8.1% |
| YTD | -33.2% | -32.6% | -0.5% | -26.0% |
| 1Y | -41.8% | -40.2% | -1.6% | -32.9% |
| 3Y | -15.7% | +76.1% | -91.7% | -45.7% |
| 5Y | -26.0% | +109.5% | -135.5% | -62.5% |
| All | -26.0% | +105.6% | -131.6% | -62.5% |
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