-73.1%
SMR vs AXON
-28.9%
-44.1%
-85.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -4.2% | +3.7% | +1.0% |
| 7D | +4.4% | -14.2% | +18.6% | +10.0% |
| 30D | +3.4% | -15.4% | +18.8% | +8.9% |
| 3M | -19.2% | +0.5% | -19.6% | -21.1% |
| 6M | -22.6% | -9.5% | -13.1% | -23.0% |
| YTD | -31.5% | -9.2% | -22.3% | -34.1% |
| 1Y | -73.1% | -29.4% | -43.7% | -72.8% |
| All | -73.1% | -28.9% | -44.1% | -72.8% |
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