+269.0%
RTX vs AXON
+1,109.0%
-840.0%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +4.3% | -3.7% | -0.1% |
| 7D | +1.4% | -25.6% | +27.1% | +5.7% |
| 30D | +7.8% | -23.9% | +31.7% | +11.8% |
| 3M | -9.8% | -50.4% | +40.6% | -0.4% |
| 6M | +13.5% | -20.0% | +33.6% | +15.0% |
| YTD | +10.9% | -44.5% | +55.4% | +17.8% |
| 1Y | +14.0% | -44.9% | +58.9% | +21.1% |
| 3Y | +159.9% | +44.7% | +115.2% | +123.7% |
| 5Y | +151.7% | +86.7% | +65.0% | +99.3% |
| 10Y | +269.0% | +1,060.5% | -791.5% | +106.0% |
| All | +269.0% | +1,109.0% | -840.0% | +106.0% |
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 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