+233.5%
SPOT vs AXON
+123.5%
+110.0%
-46.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.1% | +0.7% | +0.8% |
| 7D | -3.1% | -7.0% | +4.0% | -1.7% |
| 30D | +7.4% | -20.1% | +27.5% | +12.0% |
| 3M | +8.2% | +7.4% | +0.8% | +5.2% |
| 6M | +2.2% | -7.4% | +9.6% | +1.7% |
| YTD | -9.5% | -15.6% | +6.1% | -8.8% |
| 1Y | -23.8% | -36.2% | +12.3% | -18.7% |
| 3Y | +233.5% | +124.8% | +108.6% | +154.7% |
| All | +233.5% | +123.5% | +110.0% | +154.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling