+66.7%
RSP vs AXON
+31.7%
+35.0%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -3.1% | +5.4% | +2.5% |
| 7D | +0.4% | -28.7% | +29.2% | +3.0% |
| 30D | +3.7% | -28.3% | +32.0% | +6.3% |
| 3M | +0.8% | -46.9% | +47.7% | +5.5% |
| 6M | +9.1% | -24.9% | +34.0% | +10.6% |
| YTD | +16.7% | -46.6% | +63.3% | +21.1% |
| 1Y | +19.7% | -49.7% | +69.4% | +24.8% |
| 3Y | +66.7% | +40.6% | +26.2% | +42.5% |
| All | +66.7% | +31.7% | +35.0% | +42.5% |
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 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