-65.3%
TEAM vs AXON
+71.5%
-136.8%
-87.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.2% | -18.2% | +2.0% | -6.9% |
| 7D | -19.8% | -26.8% | +7.0% | -6.1% |
| 30D | -21.5% | -22.9% | +1.4% | -10.6% |
| 3M | +39.5% | -40.1% | +79.6% | +79.5% |
| 6M | +73.1% | -18.9% | +91.9% | +87.5% |
| YTD | -5.2% | -44.9% | +39.7% | +21.9% |
| 1Y | -1.6% | -46.7% | +45.1% | +28.3% |
| 3Y | -11.4% | +44.3% | -55.8% | -47.6% |
| All | -65.3% | +71.5% | -136.8% | -85.1% |
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