+108.8%
V vs AXON
+76.8%
+32.0%
-24.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.2% | +0.6% | +0.4% |
| 7D | +0.8% | -27.4% | +28.2% | +4.4% |
| 30D | +9.9% | -28.5% | +38.4% | +14.0% |
| 3M | +17.5% | -49.3% | +66.8% | +26.4% |
| 6M | +33.5% | -25.0% | +58.5% | +35.5% |
| YTD | +21.6% | -46.7% | +68.3% | +27.9% |
| 1Y | +27.6% | -48.3% | +75.8% | +34.7% |
| 3Y | +76.4% | +38.8% | +37.6% | +49.1% |
| All | +108.8% | +76.8% | +32.0% | +54.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling