-26.6%
RKT vs AXON
-28.9%
+2.4%
-47.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -4.2% | +3.1% | -0.1% |
| 7D | +2.1% | -14.2% | +16.3% | +6.0% |
| 30D | +1.4% | -15.4% | +16.8% | +5.4% |
| 3M | +6.3% | +0.5% | +5.8% | +5.2% |
| 6M | -15.5% | -9.5% | -6.0% | -15.3% |
| YTD | -27.4% | -9.2% | -18.2% | -26.4% |
| 1Y | -26.6% | -29.4% | +2.8% | -24.7% |
| All | -26.6% | -28.9% | +2.4% | -24.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling