+308.8%
SPOT vs AXON
+662.1%
-353.4%
-80.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -3.1% | +4.1% | +1.9% |
| 7D | +2.5% | -28.7% | +31.3% | +12.2% |
| 30D | +15.1% | -28.3% | +43.4% | +25.7% |
| 3M | +24.8% | -46.9% | +71.7% | +47.4% |
| 6M | +45.8% | -24.9% | +70.6% | +51.8% |
| YTD | +4.9% | -46.6% | +51.5% | +18.7% |
| 1Y | -1.3% | -49.7% | +48.4% | +13.7% |
| 3Y | +257.7% | +40.6% | +217.1% | +173.3% |
| 5Y | +118.5% | +71.9% | +46.6% | +46.1% |
| All | +308.8% | +662.1% | -353.4% | +112.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling