+3,309.9%
V vs AXON
+3,721.8%
-411.9%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -9.8% | +6.6% | -1.6% |
| 7D | +2.9% | -12.7% | +15.6% | +5.3% |
| 30D | +14.0% | -8.6% | +22.6% | +15.6% |
| 3M | +14.9% | -37.2% | +52.1% | +23.0% |
| 6M | +31.7% | +0.5% | +31.2% | +28.9% |
| YTD | +21.2% | -32.6% | +53.9% | +25.5% |
| 1Y | +25.3% | -40.2% | +65.5% | +32.3% |
| 3Y | +77.5% | +76.1% | +1.4% | +47.3% |
| 5Y | +102.6% | +109.5% | -6.9% | +57.4% |
| 10Y | +464.3% | +1,640.5% | -1,176.2% | +172.8% |
| All | +3,309.9% | +3,721.8% | -411.9% | +916.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling