-85.6%
SMR vs AXON
-40.7%
-44.9%
-86.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +1.8% | -6.3% | -5.2% |
| 7D | -9.5% | +0.2% | -9.8% | -9.6% |
| 30D | -33.2% | +3.0% | -36.2% | -33.9% |
| 3M | -45.9% | -30.1% | -15.8% | -38.8% |
| 6M | -57.9% | +7.7% | -65.6% | -62.3% |
| YTD | -63.8% | -25.3% | -38.5% | -62.5% |
| 1Y | -85.6% | -39.9% | -45.7% | -83.0% |
| All | -85.6% | -40.7% | -44.9% | -83.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling