+54.1%
T vs AXON
+1,278.1%
-1,224.0%
-39.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -3.1% | +3.9% | +0.9% |
| 7D | +1.7% | -28.7% | +30.4% | +2.9% |
| 30D | -1.7% | -28.3% | +26.6% | -0.6% |
| 3M | -7.3% | -46.9% | +39.6% | -5.2% |
| 6M | -11.2% | -24.9% | +13.7% | -10.9% |
| YTD | -8.1% | -46.6% | +38.6% | -6.5% |
| 1Y | -8.0% | -49.7% | +41.7% | -6.2% |
| 3Y | +62.1% | +40.6% | +21.6% | +51.2% |
| 5Y | +55.7% | +71.9% | -16.2% | +40.5% |
| 10Y | +54.1% | +1,180.9% | -1,126.7% | +25.4% |
| All | +54.1% | +1,278.1% | -1,224.0% | +25.4% |
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