+1,120.4%
RSP vs AXON
+55,748.2%
-54,627.8%
-59.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -9.8% | +6.9% | -1.5% |
| 7D | -1.4% | -12.7% | +11.2% | +0.4% |
| 30D | +2.1% | -8.6% | +10.8% | +3.3% |
| 3M | -0.9% | -37.2% | +36.3% | +4.9% |
| 6M | +7.5% | +0.5% | +7.0% | +5.8% |
| YTD | +14.6% | -32.6% | +47.2% | +18.0% |
| 1Y | +17.6% | -40.2% | +57.8% | +23.0% |
| 3Y | +60.8% | +76.1% | -15.3% | +39.6% |
| 5Y | +46.1% | +109.5% | -63.3% | +20.8% |
| 10Y | +221.4% | +1,640.5% | -1,419.1% | +86.5% |
| All | +1,120.4% | +55,748.2% | -54,627.8% | +346.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling