+850.6%
SPY vs AXON
+61,473.8%
-60,623.2%
-55.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -18.2% | +18.5% | +2.4% |
| 7D | -2.7% | -26.8% | +24.1% | +0.6% |
| 30D | -5.4% | -22.9% | +17.5% | -2.8% |
| 3M | -4.1% | -40.1% | +36.0% | +1.0% |
| 6M | +0.7% | -18.9% | +19.6% | +1.6% |
| YTD | +8.7% | -44.9% | +53.6% | +13.8% |
| 1Y | +10.9% | -46.7% | +57.6% | +16.5% |
| 3Y | +75.0% | +44.3% | +30.7% | +59.8% |
| 5Y | +67.8% | +71.4% | -3.6% | +47.4% |
| 10Y | +312.9% | +1,324.0% | -1,011.2% | +176.0% |
| All | +850.6% | +61,473.8% | -60,623.2% | +360.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling