+87.9%
PSX vs AXON
-50.4%
+138.3%
-17.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -3.1% | +6.1% | +2.8% |
| 7D | -8.0% | -28.7% | +20.7% | -9.5% |
| 30D | -9.0% | -28.3% | +19.3% | -10.4% |
| 3M | +24.7% | -46.9% | +71.6% | +20.9% |
| 6M | +49.3% | -24.9% | +74.2% | +47.6% |
| YTD | +100.2% | -46.6% | +146.8% | +89.9% |
| All | +87.9% | -50.4% | +138.3% | +78.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling