+1,853.7%
RCL vs AXON
+101,343.3%
-99,489.7%
-89.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -4.2% | +4.0% | +0.9% |
| 7D | -5.1% | -14.2% | +9.1% | -1.8% |
| 30D | -19.0% | -15.4% | -3.6% | -16.4% |
| 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% | -5.4% |
| 1Y | -25.1% | -29.4% | +4.3% | -22.1% |
| 3Y | +179.1% | +139.4% | +39.7% | +109.6% |
| 5Y | +243.3% | +178.9% | +64.4% | +142.7% |
| 10Y | +325.8% | +1,840.8% | -1,515.0% | +84.0% |
| All | +1,853.7% | +101,343.3% | -99,489.7% | +238.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling