+506.5%
TER vs AXON
+75,157.7%
-74,651.2%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.2% | -9.8% | -5.4% | -13.4% |
| 7D | -28.2% | -12.7% | -15.5% | -26.2% |
| 30D | -50.6% | -8.6% | -41.9% | -49.7% |
| 3M | -45.3% | -37.2% | -8.1% | -41.0% |
| 6M | -40.4% | +0.5% | -40.9% | -42.2% |
| YTD | +10.0% | -32.6% | +42.7% | +13.8% |
| 1Y | +13.6% | -40.2% | +53.8% | +20.3% |
| 3Y | +145.2% | +76.1% | +69.1% | +102.1% |
| 5Y | +50.4% | +109.5% | -59.1% | +17.4% |
| 10Y | +882.9% | +1,640.5% | -757.6% | +405.7% |
| All | +506.5% | +75,157.7% | -74,651.2% | +61.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling