+19.4%
SPY vs AXON
-31.4%
+50.7%
-8.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.0% | +1.4% | -0.4% |
| 7D | +0.5% | -2.5% | +3.0% | +0.7% |
| 30D | -0.9% | -11.5% | +10.5% | -0.2% |
| 3M | +3.9% | +7.3% | -3.4% | +2.9% |
| 6M | +14.5% | -11.9% | +26.5% | +14.8% |
| YTD | +12.9% | -11.0% | +23.9% | +12.9% |
| 1Y | +19.4% | -31.8% | +51.1% | +21.8% |
| All | +19.4% | -31.4% | +50.7% | +21.8% |
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