+1,001.8%
TER vs AXON
+1,278.1%
-276.2%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.7% | -3.1% | +15.9% | +13.5% |
| 7D | -5.8% | -28.7% | +23.0% | +2.1% |
| 30D | -38.9% | -28.3% | -10.6% | -34.0% |
| 3M | -35.1% | -46.9% | +11.8% | -25.2% |
| 6M | -31.6% | -24.9% | -6.7% | -30.1% |
| YTD | +27.2% | -46.6% | +73.9% | +39.7% |
| 1Y | +35.2% | -49.7% | +84.9% | +51.2% |
| 3Y | +192.8% | +40.6% | +152.2% | +118.0% |
| 5Y | +72.4% | +71.9% | +0.6% | +13.9% |
| 10Y | +1,001.8% | +1,180.9% | -179.0% | +374.8% |
| All | +1,001.8% | +1,278.1% | -276.2% | +374.8% |
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