-26.4%
NOW vs AXON
+71.5%
-97.9%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -18.2% | +17.8% | +6.3% |
| 7D | -3.0% | -26.8% | +23.8% | +7.8% |
| 30D | -26.0% | -22.9% | -3.1% | -19.8% |
| 3M | -13.1% | -40.1% | +27.0% | +2.7% |
| 6M | +14.5% | -18.9% | +33.4% | +19.3% |
| YTD | -33.4% | -44.9% | +11.5% | -21.4% |
| 1Y | -40.6% | -46.7% | +6.1% | -29.1% |
| 3Y | -16.3% | +44.3% | -60.6% | -42.7% |
| All | -26.4% | +71.5% | -97.9% | -59.7% |
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