-9.8%
T vs AXON
-44.3%
+34.5%
-28.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +2.7% | -2.7% | +0.2% |
| 7D | +2.5% | +0.8% | +1.8% | +2.6% |
| 30D | -3.8% | -22.8% | +19.0% | -5.4% |
| 3M | -8.7% | -48.8% | +40.0% | -13.3% |
| 6M | -8.1% | -16.3% | +8.2% | -7.2% |
| YTD | -6.4% | -44.5% | +38.0% | -13.5% |
| 1Y | -9.8% | -43.4% | +33.6% | -16.5% |
| All | -9.8% | -44.3% | +34.5% | -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