-8.0%
T vs AXON
-50.4%
+42.4%
-28.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -3.1% | +3.9% | +0.6% |
| 7D | +1.7% | -28.7% | +30.4% | -0.8% |
| 30D | -1.7% | -28.3% | +26.6% | -4.0% |
| 3M | -7.3% | -46.9% | +39.6% | -11.6% |
| 6M | -11.2% | -24.9% | +13.7% | -11.3% |
| YTD | -8.1% | -46.6% | +38.6% | -15.1% |
| All | -8.0% | -50.4% | +42.4% | -15.5% |
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