+18.0%
RSP vs AXON
-50.2%
+68.2%
-7.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -18.2% | +17.8% | +0.9% |
| 7D | -1.0% | -26.8% | +25.8% | +1.0% |
| 30D | +2.6% | -22.9% | +25.5% | +4.3% |
| 3M | -0.8% | -40.1% | +39.3% | +2.3% |
| 6M | +6.3% | -18.9% | +25.2% | +7.4% |
| YTD | +14.1% | -44.9% | +59.0% | +18.2% |
| 1Y | +18.0% | -46.7% | +64.7% | +23.5% |
| All | +18.0% | -50.2% | +68.2% | +23.5% |
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 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