+2,926.4%
V vs AXON
+5,051.5%
-2,125.1%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -4.2% | +3.2% | -0.3% |
| 7D | -1.7% | -14.2% | +12.4% | +0.7% |
| 30D | +2.0% | -15.4% | +17.4% | +4.2% |
| 3M | +17.4% | +0.5% | +16.9% | +15.8% |
| 6M | +17.5% | -9.5% | +27.0% | +17.0% |
| YTD | +7.6% | -9.2% | +16.8% | +6.3% |
| 1Y | +7.7% | -29.4% | +37.1% | +10.6% |
| 3Y | +54.7% | +139.4% | -84.8% | +22.1% |
| 5Y | +73.0% | +178.9% | -105.9% | +28.5% |
| 10Y | +390.9% | +1,840.8% | -1,449.9% | +133.7% |
| All | +2,926.4% | +5,051.5% | -2,125.1% | +760.5% |
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