+47.4%
TER vs AXON
-44.3%
+91.7%
-56.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | +2.7% | -8.1% | -5.4% |
| 7D | +14.4% | +0.8% | +13.6% | +14.3% |
| 30D | -30.6% | -22.8% | -7.8% | -30.2% |
| 3M | -39.2% | -48.8% | +9.6% | -38.9% |
| 6M | -31.3% | -16.3% | -15.0% | -32.6% |
| YTD | +29.1% | -44.5% | +73.5% | +28.8% |
| 1Y | +47.4% | -43.4% | +90.8% | +43.4% |
| All | +47.4% | -44.3% | +91.7% | +43.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling