+81.3%
RKT vs AXON
+40.7%
+40.6%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | -2.6% | -2.4% | -4.7% |
| 7D | -7.5% | -19.7% | +12.2% | -4.7% |
| 30D | +26.6% | -25.7% | +52.3% | +31.9% |
| 3M | -2.4% | -48.8% | +46.4% | +7.4% |
| 6M | -7.4% | -22.0% | +14.6% | -3.1% |
| YTD | -29.2% | -45.9% | +16.7% | -24.0% |
| 1Y | -23.5% | -46.1% | +22.5% | -17.9% |
| All | +81.3% | +40.7% | +40.6% | +37.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling