-2.7%
SPOT vs AXON
-50.5%
+47.8%
-36.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.2% | -0.3% | -0.4% |
| 7D | +1.0% | -27.4% | +28.4% | +5.9% |
| 30D | +14.6% | -28.5% | +43.0% | +20.2% |
| 3M | +18.4% | -49.3% | +67.7% | +30.5% |
| 6M | +45.1% | -25.0% | +70.1% | +48.7% |
| YTD | +4.4% | -46.7% | +51.1% | +9.3% |
| 1Y | -2.7% | -48.3% | +45.6% | +1.1% |
| All | -2.7% | -50.5% | +47.8% | +1.1% |
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