+67.7%
T vs AXON
+179.8%
-112.2%
-32.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -4.2% | +2.2% | -2.0% |
| 7D | -1.3% | -14.2% | +12.9% | -1.3% |
| 30D | +11.4% | -15.4% | +26.8% | +11.3% |
| 3M | +14.3% | +0.5% | +13.8% | +14.3% |
| 6M | -9.3% | -9.5% | +0.2% | -9.1% |
| YTD | +7.1% | -9.2% | +16.3% | +7.4% |
| 1Y | -9.1% | -29.4% | +20.3% | -8.3% |
| 3Y | +105.3% | +139.4% | -34.1% | +96.6% |
| All | +67.7% | +179.8% | -112.2% | +50.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling