+40.9%
O vs AXON
+44.5%
-3.6%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +4.3% | -4.2% | +0.1% |
| 7D | +0.6% | -25.6% | +26.2% | +0.4% |
| 30D | +9.4% | -23.9% | +33.3% | +9.3% |
| 3M | -2.4% | -50.4% | +48.0% | -2.9% |
| 6M | -1.9% | -20.0% | +18.2% | -1.8% |
| YTD | +10.5% | -44.5% | +54.9% | +10.7% |
| 1Y | +10.0% | -44.9% | +54.8% | +10.2% |
| All | +40.9% | +44.5% | -3.6% | +16.0% |
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