+26.0%
V vs AXON
-48.1%
+74.2%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.2% | +0.6% | +0.4% |
| 7D | +0.8% | -27.4% | +28.2% | +2.9% |
| 30D | +9.9% | -28.5% | +38.4% | +12.3% |
| 3M | +17.5% | -49.3% | +66.8% | +22.5% |
| 6M | +33.5% | -25.0% | +58.5% | +34.4% |
| YTD | +21.6% | -46.7% | +68.3% | +22.7% |
| All | +26.0% | -48.1% | +74.2% | +27.2% |
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 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