+61.4%
T vs AXON
+1,109.0%
-1,047.6%
-39.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +4.3% | -2.8% | +1.3% |
| 7D | +2.0% | -25.6% | +27.6% | +3.1% |
| 30D | -1.0% | -23.9% | +22.9% | -0.1% |
| 3M | -8.1% | -50.4% | +42.3% | -5.7% |
| 6M | -8.3% | -20.0% | +11.7% | -8.2% |
| YTD | -6.1% | -44.5% | +38.4% | -4.7% |
| 1Y | -7.4% | -44.9% | +37.5% | -5.9% |
| 3Y | +65.4% | +44.7% | +20.7% | +53.8% |
| 5Y | +57.6% | +86.7% | -29.0% | +41.1% |
| 10Y | +61.4% | +1,060.5% | -999.1% | +27.7% |
| All | +61.4% | +1,109.0% | -1,047.6% | +27.7% |
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 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