+224.2%
XLF vs AXON
+1,048.6%
-824.4%
-42.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.2% | +0.7% | +0.5% |
| 7D | +1.9% | -27.4% | +29.3% | +6.4% |
| 30D | +6.5% | -28.5% | +35.0% | +11.3% |
| 3M | +1.2% | -49.3% | +50.5% | +10.7% |
| 6M | +14.6% | -25.0% | +39.6% | +17.0% |
| YTD | +7.7% | -46.7% | +54.5% | +14.7% |
| 1Y | +11.8% | -48.3% | +60.0% | +19.4% |
| 3Y | +80.1% | +38.8% | +41.3% | +56.6% |
| 5Y | +59.0% | +77.7% | -18.7% | +27.9% |
| 10Y | +224.2% | +1,028.0% | -803.9% | +90.9% |
| All | +224.2% | +1,048.6% | -824.4% | +90.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling