+1,006.2%
TER vs AXON
+1,048.6%
-42.4%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.2% | 0.0% | -0.2% |
| 7D | -8.9% | -27.4% | +18.5% | -1.7% |
| 30D | -39.1% | -28.5% | -10.6% | -34.1% |
| 3M | -32.8% | -49.3% | +16.5% | -21.4% |
| 6M | -31.7% | -25.0% | -6.7% | -30.2% |
| YTD | +26.9% | -46.7% | +73.7% | +39.5% |
| 1Y | +33.6% | -48.3% | +81.8% | +48.3% |
| 3Y | +181.5% | +38.8% | +142.7% | +109.6% |
| 5Y | +76.1% | +77.7% | -1.6% | +14.5% |
| 10Y | +1,006.2% | +1,028.0% | -21.8% | +356.1% |
| All | +1,006.2% | +1,048.6% | -42.4% | +356.1% |
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 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