-27.3%
SPOT vs AXON
-33.3%
+6.0%
-44.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -3.1% | +2.0% | -0.6% |
| 7D | -6.5% | -3.3% | -3.2% | -6.0% |
| 30D | +2.2% | -17.8% | +20.0% | +5.0% |
| 3M | +5.4% | +8.3% | -2.9% | +3.2% |
| 6M | -4.0% | -12.4% | +8.3% | -2.7% |
| YTD | -9.9% | -13.7% | +3.8% | -10.6% |
| 1Y | -27.3% | -33.1% | +5.8% | -25.9% |
| All | -27.3% | -33.3% | +6.0% | -25.9% |
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