+151.7%
RTX vs AXON
+84.3%
+67.3%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +4.3% | -3.7% | +0.1% |
| 7D | +1.4% | -25.6% | +27.1% | +4.5% |
| 30D | +7.8% | -23.9% | +31.7% | +10.7% |
| 3M | -9.8% | -50.4% | +40.6% | -3.2% |
| 6M | +13.5% | -20.0% | +33.6% | +14.7% |
| YTD | +10.9% | -44.5% | +55.4% | +16.1% |
| 1Y | +14.0% | -44.9% | +58.9% | +19.3% |
| 3Y | +159.9% | +44.7% | +115.2% | +133.7% |
| 5Y | +151.7% | +86.7% | +65.0% | +104.4% |
| All | +151.7% | +84.3% | +67.3% | +104.4% |
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