+484.0%
V vs AXON
+1,058.0%
-574.0%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +2.7% | -1.4% | +0.9% |
| 7D | +0.9% | +0.8% | +0.1% | +0.8% |
| 30D | +9.0% | -22.8% | +31.7% | +12.8% |
| 3M | +16.7% | -48.8% | +65.5% | +28.1% |
| 6M | +33.4% | -16.3% | +49.7% | +33.9% |
| YTD | +22.4% | -44.5% | +66.8% | +29.6% |
| 1Y | +27.7% | -43.4% | +71.1% | +34.8% |
| 3Y | +78.0% | +44.3% | +33.7% | +51.0% |
| 5Y | +108.5% | +85.1% | +23.4% | +62.3% |
| All | +484.0% | +1,058.0% | -574.0% | +230.9% |
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