-19.1%
RKT vs AXON
-45.9%
+26.8%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +4.3% | -4.3% | -1.2% |
| 7D | -3.8% | -25.6% | +21.8% | +3.3% |
| 30D | +32.8% | -23.9% | +56.7% | +41.5% |
| 3M | +0.8% | -50.4% | +51.3% | +20.5% |
| 6M | -2.6% | -20.0% | +17.4% | +3.3% |
| YTD | -25.4% | -44.5% | +19.0% | -11.6% |
| 1Y | -19.1% | -44.9% | +25.8% | -3.7% |
| All | -19.1% | -45.9% | +26.8% | -3.7% |
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