-6.4%
T vs AXON
-40.7%
+34.3%
-28.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +1.8% | +0.2% | +2.2% |
| 7D | +5.5% | +0.2% | +5.2% | +5.5% |
| 30D | -8.9% | +3.0% | -11.9% | -8.6% |
| 3M | -5.6% | -30.1% | +24.6% | -8.1% |
| 6M | -14.3% | +7.7% | -22.0% | -12.0% |
| YTD | -7.9% | -25.3% | +17.4% | -11.2% |
| 1Y | -6.4% | -39.9% | +33.5% | -10.7% |
| All | -6.4% | -40.7% | +34.3% | -10.7% |
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 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