+78.4%
V vs AXON
+31.7%
+46.7%
-20.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -3.1% | +3.0% | +0.1% |
| 7D | -0.8% | -28.7% | +27.9% | +1.6% |
| 30D | +9.5% | -28.3% | +37.8% | +12.0% |
| 3M | +16.7% | -46.9% | +63.6% | +21.8% |
| 6M | +32.9% | -24.9% | +57.8% | +34.3% |
| YTD | +21.1% | -46.6% | +67.7% | +24.9% |
| 1Y | +26.6% | -49.7% | +76.3% | +31.2% |
| 3Y | +78.4% | +40.6% | +37.8% | +63.6% |
| All | +78.4% | +31.7% | +46.7% | +63.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling