+50.4%
RSP vs AXON
+84.3%
-33.9%
-21.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +4.3% | -3.5% | +0.3% |
| 7D | -0.3% | -25.6% | +25.3% | +3.1% |
| 30D | +4.4% | -23.9% | +28.3% | +7.6% |
| 3M | +1.3% | -50.4% | +51.7% | +9.7% |
| 6M | +10.0% | -20.0% | +30.0% | +11.1% |
| YTD | +17.6% | -44.5% | +62.1% | +23.7% |
| 1Y | +19.2% | -44.9% | +64.1% | +25.4% |
| 3Y | +66.0% | +44.7% | +21.3% | +38.5% |
| 5Y | +50.4% | +86.7% | -36.3% | +9.0% |
| All | +50.4% | +84.3% | -33.9% | +9.0% |
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