-12.5%
TLT vs AXON
+1,278.1%
-1,290.6%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -3.1% | +3.2% | +0.1% |
| 7D | +0.3% | -28.7% | +29.0% | +0.3% |
| 30D | +5.1% | -28.3% | +33.4% | +5.1% |
| 3M | -0.2% | -46.9% | +46.7% | -0.1% |
| 6M | -2.9% | -24.9% | +22.0% | -2.8% |
| YTD | -2.7% | -46.6% | +43.9% | -2.6% |
| 1Y | -4.6% | -49.7% | +45.1% | -4.6% |
| 3Y | +6.1% | +40.6% | -34.5% | +6.8% |
| 5Y | -35.1% | +71.9% | -107.0% | -34.7% |
| 10Y | -12.5% | +1,180.9% | -1,193.3% | -6.7% |
| All | -12.5% | +1,278.1% | -1,290.6% | -6.7% |
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