+252.4%
XLI vs AXON
+1,845.5%
-1,593.0%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.0% | +1.5% | -0.2% |
| 7D | +1.0% | -2.5% | +3.5% | +1.3% |
| 30D | -5.8% | -11.5% | +5.7% | -4.4% |
| 3M | +0.7% | +7.3% | -6.6% | -1.4% |
| 6M | +3.2% | -11.9% | +15.1% | +3.4% |
| YTD | +13.0% | -11.0% | +24.0% | +12.3% |
| 1Y | +16.8% | -31.8% | +48.5% | +20.6% |
| 3Y | +72.4% | +135.4% | -63.0% | +40.0% |
| 5Y | +82.8% | +176.9% | -94.1% | +39.6% |
| 10Y | +252.4% | +1,854.5% | -1,602.0% | +94.5% |
| All | +252.4% | +1,845.5% | -1,593.0% | +94.5% |
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 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