+296.1%
RCL vs AXON
+72.9%
+223.2%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.2% | +1.1% | +0.9% |
| 7D | +8.5% | -27.4% | +35.9% | +18.1% |
| 30D | +20.4% | -28.5% | +48.9% | +31.5% |
| 3M | +11.0% | -49.3% | +60.3% | +33.3% |
| 6M | +24.9% | -25.0% | +49.9% | +29.3% |
| YTD | +23.9% | -46.7% | +70.6% | +40.1% |
| 1Y | +30.8% | -48.3% | +79.1% | +49.5% |
| 3Y | +270.4% | +38.8% | +231.6% | +152.4% |
| 5Y | +296.1% | +77.7% | +218.4% | +73.6% |
| All | +296.1% | +72.9% | +223.2% | +73.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling