+467.0%
TEAM vs AXON
+1,278.1%
-811.1%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -3.1% | +3.9% | +1.9% |
| 7D | -17.2% | -28.7% | +11.5% | -6.2% |
| 30D | -25.1% | -28.3% | +3.2% | -15.4% |
| 3M | +3.9% | -46.9% | +50.8% | +29.7% |
| 6M | +69.1% | -24.9% | +94.0% | +86.3% |
| YTD | -4.5% | -46.6% | +42.2% | +16.8% |
| 1Y | -1.9% | -49.7% | +47.8% | +22.2% |
| 3Y | -9.3% | +40.6% | -49.9% | -25.1% |
| 5Y | -65.2% | +71.9% | -137.0% | -74.4% |
| 10Y | +467.0% | +1,180.9% | -713.9% | +208.0% |
| All | +467.0% | +1,278.1% | -811.1% | +208.0% |
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