+380.4%
RCL vs AXON
+1,304.2%
-923.8%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -18.2% | +19.6% | +6.9% |
| 7D | +6.5% | -26.8% | +33.3% | +16.1% |
| 30D | +15.9% | -22.9% | +38.8% | +24.1% |
| 3M | +2.7% | -40.1% | +42.8% | +17.5% |
| 6M | +15.2% | -18.9% | +34.1% | +16.9% |
| YTD | +19.2% | -44.9% | +64.1% | +33.9% |
| 1Y | +31.6% | -46.7% | +78.3% | +49.3% |
| 3Y | +274.2% | +44.3% | +229.9% | +180.6% |
| 5Y | +250.1% | +71.4% | +178.7% | +131.6% |
| All | +380.4% | +1,304.2% | -923.8% | +93.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling