-23.6%
RKT vs AXON
+446.1%
-469.7%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -2.0% | +0.2% | -1.2% |
| 7D | +6.0% | -2.5% | +8.5% | +6.7% |
| 30D | +0.7% | -11.5% | +12.1% | +4.0% |
| 3M | +11.8% | +7.3% | +4.5% | +8.7% |
| 6M | -7.6% | -11.9% | +4.3% | -6.3% |
| YTD | -28.7% | -11.0% | -17.7% | -28.5% |
| 1Y | -32.6% | -31.8% | -0.8% | -27.6% |
| 3Y | +42.1% | +135.4% | -93.3% | -13.2% |
| 5Y | -7.2% | +176.9% | -184.0% | -51.9% |
| All | -23.6% | +446.1% | -469.7% | -69.9% |
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