+211.0%
RSP vs AXON
+1,058.0%
-847.0%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +2.7% | -2.5% | -0.2% |
| 7D | +2.4% | +0.8% | +1.6% | +2.2% |
| 30D | +4.3% | -22.8% | +27.0% | +7.8% |
| 3M | -0.3% | -48.8% | +48.4% | +8.9% |
| 6M | +9.8% | -16.3% | +26.1% | +10.4% |
| YTD | +16.8% | -44.5% | +61.3% | +23.6% |
| 1Y | +19.5% | -43.4% | +62.9% | +25.9% |
| 3Y | +65.1% | +44.3% | +20.9% | +42.2% |
| 5Y | +48.7% | +85.1% | -36.4% | +18.2% |
| All | +211.0% | +1,058.0% | -847.0% | +87.3% |
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