+917.9%
TER vs AXON
+101,343.3%
-100,425.4%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -4.2% | +9.7% | +6.3% |
| 7D | +0.6% | -14.2% | +14.8% | +3.4% |
| 30D | -8.3% | -15.4% | +7.1% | -6.1% |
| 3M | -12.2% | +0.5% | -12.7% | -13.9% |
| 6M | +17.1% | -9.5% | +26.6% | +15.7% |
| YTD | +84.7% | -9.2% | +93.9% | +81.1% |
| 1Y | +199.9% | -29.4% | +229.3% | +207.8% |
| 3Y | +232.8% | +139.4% | +93.3% | +159.3% |
| 5Y | +198.6% | +178.9% | +19.7% | +121.3% |
| 10Y | +1,669.7% | +1,840.8% | -171.1% | +787.8% |
| All | +917.9% | +101,343.3% | -100,425.4% | +157.2% |
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