+132.6%
RTX vs AXON
+71.5%
+61.1%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -18.2% | +17.0% | +0.7% |
| 7D | -5.1% | -26.8% | +21.7% | -2.1% |
| 30D | +5.1% | -22.9% | +28.0% | +7.8% |
| 3M | -14.8% | -40.1% | +25.3% | -10.5% |
| 6M | +8.0% | -18.9% | +26.9% | +8.9% |
| YTD | +4.5% | -44.9% | +49.4% | +9.4% |
| 1Y | +9.8% | -46.7% | +56.5% | +15.5% |
| 3Y | +144.2% | +44.3% | +99.9% | +119.4% |
| All | +132.6% | +71.5% | +61.1% | +89.9% |
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