-15.4%
RKT vs AXON
-50.5%
+35.1%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -0.2% | -4.7% | -4.8% |
| 7D | +4.6% | -27.4% | +32.0% | +12.9% |
| 30D | +25.9% | -28.5% | +54.3% | +36.3% |
| 3M | +5.0% | -49.3% | +54.3% | +24.5% |
| 6M | -7.9% | -25.0% | +17.1% | -0.7% |
| YTD | -25.4% | -46.7% | +21.4% | -10.7% |
| 1Y | -15.4% | -48.3% | +32.9% | +3.9% |
| All | -15.4% | -50.5% | +35.1% | +3.9% |
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 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