+113.0%
SPOT vs AXON
+179.8%
-66.9%
-76.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -4.2% | +1.0% | -1.8% |
| 7D | -0.9% | -14.2% | +13.2% | +3.6% |
| 30D | +12.5% | -15.4% | +27.9% | +17.3% |
| 3M | +9.9% | +0.5% | +9.4% | +7.1% |
| 6M | +1.6% | -9.5% | +11.1% | +1.3% |
| YTD | -6.6% | -9.2% | +2.6% | -8.3% |
| 1Y | -22.9% | -29.4% | +6.4% | -17.8% |
| 3Y | +244.3% | +139.4% | +104.9% | +91.2% |
| All | +113.0% | +179.8% | -66.9% | -15.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling