+99.1%
V vs AXON
+71.5%
+27.6%
-24.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -18.2% | +18.2% | +2.1% |
| 7D | +2.2% | -26.8% | +29.0% | +5.7% |
| 30D | +13.6% | -22.9% | +36.5% | +16.7% |
| 3M | +14.3% | -40.1% | +54.4% | +20.4% |
| 6M | +33.1% | -18.9% | +52.0% | +33.7% |
| YTD | +21.2% | -44.9% | +66.1% | +27.0% |
| 1Y | +26.4% | -46.7% | +73.1% | +33.0% |
| 3Y | +77.6% | +44.3% | +33.3% | +49.4% |
| All | +99.1% | +71.5% | +27.6% | +47.8% |
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