+1.7%
RKT vs AXON
+71.5%
-69.8%
-59.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -18.2% | +19.8% | +6.4% |
| 7D | +17.7% | -26.8% | +44.5% | +26.8% |
| 30D | +31.6% | -22.9% | +54.5% | +39.9% |
| 3M | +13.9% | -40.1% | +54.0% | +29.1% |
| 6M | +2.8% | -18.9% | +21.7% | +6.3% |
| YTD | -22.2% | -44.9% | +22.7% | -12.2% |
| 1Y | -3.5% | -46.7% | +43.2% | +9.8% |
| 3Y | +95.3% | +44.3% | +50.9% | +30.7% |
| All | +1.7% | +71.5% | -69.8% | -47.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling