+307.3%
SPY vs AXON
+1,278.1%
-970.8%
-33.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -3.1% | +5.5% | +2.8% |
| 7D | +0.1% | -28.7% | +28.8% | +4.8% |
| 30D | -3.3% | -28.3% | +25.0% | +1.1% |
| 3M | -2.4% | -46.9% | +44.5% | +6.2% |
| 6M | +2.6% | -24.9% | +27.4% | +4.8% |
| YTD | +11.2% | -46.6% | +57.9% | +18.5% |
| 1Y | +13.4% | -49.7% | +63.1% | +21.8% |
| 3Y | +79.9% | +40.6% | +39.3% | +56.4% |
| 5Y | +72.2% | +71.9% | +0.3% | +39.3% |
| 10Y | +307.3% | +1,180.9% | -873.5% | +155.2% |
| All | +307.3% | +1,278.1% | -970.8% | +155.2% |
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