+331.9%
RCL vs AXON
+1,058.0%
-726.1%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +2.7% | -2.3% | -0.4% |
| 7D | -1.2% | +0.8% | -2.0% | -1.5% |
| 30D | +17.8% | -22.8% | +40.6% | +26.1% |
| 3M | +4.9% | -48.8% | +53.7% | +26.6% |
| 6M | +23.7% | -16.3% | +40.0% | +24.6% |
| YTD | +17.8% | -44.5% | +62.3% | +31.9% |
| 1Y | +28.9% | -43.4% | +72.3% | +43.4% |
| 3Y | +241.9% | +44.3% | +197.6% | +155.9% |
| 5Y | +295.4% | +85.1% | +210.3% | +154.3% |
| All | +331.9% | +1,058.0% | -726.1% | +75.3% |
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