-65.8%
TEAM vs AXON
+81.2%
-147.0%
-87.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.6% | +2.5% | +1.2% |
| 7D | -16.9% | -19.7% | +2.8% | -6.9% |
| 30D | -26.8% | -25.7% | -1.1% | -15.2% |
| 3M | -1.9% | -48.8% | +46.9% | +35.7% |
| 6M | +79.2% | -22.0% | +101.2% | +98.3% |
| YTD | -6.1% | -45.9% | +39.8% | +21.9% |
| 1Y | -2.1% | -46.1% | +44.0% | +26.9% |
| 3Y | -13.6% | +40.9% | -54.5% | -48.0% |
| 5Y | -65.8% | +80.2% | -146.0% | -85.6% |
| All | -65.8% | +81.2% | -147.0% | -85.6% |
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