+45.4%
RSP vs AXON
+71.5%
-26.1%
-21.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -18.2% | +17.8% | +1.8% |
| 7D | -1.0% | -26.8% | +25.8% | +2.6% |
| 30D | +2.6% | -22.9% | +25.5% | +5.6% |
| 3M | -0.8% | -40.1% | +39.3% | +4.9% |
| 6M | +6.3% | -18.9% | +25.2% | +7.0% |
| YTD | +14.1% | -44.9% | +59.0% | +20.1% |
| 1Y | +18.0% | -46.7% | +64.7% | +24.7% |
| 3Y | +61.0% | +44.3% | +16.7% | +34.3% |
| All | +45.4% | +71.5% | -26.1% | +6.3% |
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 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