+175.6%
RCL vs AXON
+140.4%
+35.2%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -4.2% | +4.0% | +0.8% |
| 7D | -5.1% | -14.2% | +9.1% | -2.0% |
| 30D | -19.0% | -15.4% | -3.6% | -16.6% |
| 3M | -9.6% | +0.5% | -10.1% | -11.2% |
| 6M | -6.7% | -9.5% | +2.8% | -6.9% |
| YTD | -3.9% | -9.2% | +5.3% | -5.1% |
| 1Y | -25.1% | -29.4% | +4.3% | -21.3% |
| All | +175.6% | +140.4% | +35.2% | +88.7% |
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 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