+267.1%
RTX vs AXON
+1,059.6%
-792.5%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -0.2% | +2.2% | +2.0% |
| 7D | -1.7% | -27.4% | +25.6% | +2.8% |
| 30D | +7.7% | -28.5% | +36.1% | +12.8% |
| 3M | -10.3% | -49.3% | +38.9% | -1.5% |
| 6M | +14.6% | -25.0% | +39.6% | +17.3% |
| YTD | +10.4% | -46.7% | +57.1% | +17.9% |
| 1Y | +13.5% | -48.3% | +61.8% | +21.8% |
| 3Y | +158.6% | +38.8% | +119.8% | +124.0% |
| 5Y | +147.3% | +77.7% | +69.6% | +97.4% |
| All | +267.1% | +1,059.6% | -792.5% | +106.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling