+108.3%
V vs AXON
+83.1%
+25.2%
-24.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +2.7% | -1.4% | +1.0% |
| 7D | +0.9% | +0.8% | +0.1% | +0.8% |
| 30D | +9.0% | -22.8% | +31.7% | +11.9% |
| 3M | +16.7% | -48.8% | +65.5% | +25.5% |
| 6M | +33.4% | -16.3% | +49.7% | +33.6% |
| YTD | +22.4% | -44.5% | +66.8% | +28.1% |
| 1Y | +27.7% | -43.4% | +71.1% | +33.2% |
| 3Y | +78.0% | +44.3% | +33.7% | +49.8% |
| All | +108.3% | +83.1% | +25.2% | +52.8% |
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