-9.4%
T vs AXON
-46.2%
+36.8%
-28.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -2.6% | +2.3% | -0.5% |
| 7D | +1.6% | -19.7% | +21.4% | +0.1% |
| 30D | -2.9% | -25.7% | +22.8% | -4.9% |
| 3M | -7.5% | -48.8% | +41.3% | -12.1% |
| 6M | -9.9% | -22.0% | +12.1% | -9.6% |
| YTD | -6.4% | -45.9% | +39.5% | -13.6% |
| 1Y | -9.4% | -46.1% | +36.7% | -16.5% |
| All | -9.4% | -46.2% | +36.8% | -16.5% |
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