+1,299.7%
RTX vs AXON
+75,157.7%
-73,858.1%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -9.8% | +6.5% | -2.2% |
| 7D | -3.8% | -12.7% | +8.9% | -2.3% |
| 30D | +4.7% | -8.6% | +13.3% | +5.7% |
| 3M | -13.4% | -37.2% | +23.8% | -9.2% |
| 6M | +11.8% | +0.5% | +11.3% | +10.4% |
| YTD | +5.8% | -32.6% | +38.4% | +8.5% |
| 1Y | +11.9% | -40.2% | +52.1% | +16.3% |
| 3Y | +146.3% | +76.1% | +70.2% | +120.2% |
| 5Y | +134.3% | +109.5% | +24.8% | +100.9% |
| 10Y | +277.9% | +1,640.5% | -1,362.6% | +146.1% |
| All | +1,299.7% | +75,157.7% | -73,858.1% | +535.6% |
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