+31.7%
V vs AXON
-3.4%
+35.2%
-6.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -9.8% | +6.6% | -2.6% |
| 7D | +2.9% | -12.7% | +15.6% | +3.8% |
| 30D | +14.0% | -8.6% | +22.6% | +14.6% |
| 3M | +14.9% | -37.2% | +52.1% | +17.6% |
| 6M | +31.7% | +0.5% | +31.2% | +31.0% |
| All | +31.7% | -3.4% | +35.2% | +31.0% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling