+58.8%
T vs AXON
+1,048.6%
-989.8%
-39.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.2% | +0.9% | +0.7% |
| 7D | +2.6% | -27.4% | +29.9% | +3.8% |
| 30D | -1.1% | -28.5% | +27.4% | +0.1% |
| 3M | -7.7% | -49.3% | +41.5% | -5.4% |
| 6M | -10.6% | -25.0% | +14.4% | -10.3% |
| YTD | -7.5% | -46.7% | +39.3% | -5.9% |
| 1Y | -7.4% | -48.3% | +40.8% | -5.7% |
| 3Y | +63.1% | +38.8% | +24.2% | +51.8% |
| 5Y | +55.2% | +77.7% | -22.5% | +39.2% |
| 10Y | +58.8% | +1,028.0% | -969.2% | +25.7% |
| All | +58.8% | +1,048.6% | -989.8% | +25.7% |
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