+1,127.7%
RSP vs AXON
+75,180.3%
-74,052.5%
-59.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -4.2% | +3.7% | +0.1% |
| 7D | -0.8% | -14.2% | +13.4% | +1.2% |
| 30D | -0.3% | -15.4% | +15.1% | +1.5% |
| 3M | +4.3% | +0.5% | +3.8% | +3.2% |
| 6M | +8.8% | -9.5% | +18.3% | +8.5% |
| YTD | +15.3% | -9.2% | +24.5% | +14.2% |
| 1Y | +18.3% | -29.4% | +47.7% | +20.9% |
| 3Y | +52.8% | +139.4% | -86.6% | +27.5% |
| 5Y | +51.7% | +178.9% | -127.2% | +20.8% |
| 10Y | +208.5% | +1,840.8% | -1,632.3% | +76.3% |
| All | +1,127.7% | +75,180.3% | -74,052.5% | +332.5% |
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 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