+584.9%
XYZ vs AXON
+1,058.0%
-473.1%
-86.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +2.7% | +0.1% | +1.6% |
| 7D | -1.1% | +0.8% | -1.8% | -1.5% |
| 30D | +11.5% | -22.8% | +34.3% | +23.2% |
| 3M | +1.8% | -48.8% | +50.6% | +34.1% |
| 6M | +21.2% | -16.3% | +37.5% | +23.3% |
| YTD | +29.9% | -44.5% | +74.4% | +55.0% |
| 1Y | +35.8% | -43.4% | +79.2% | +60.2% |
| 3Y | +62.6% | +44.3% | +18.3% | +4.4% |
| 5Y | -62.8% | +85.1% | -147.9% | -79.8% |
| All | +584.9% | +1,058.0% | -473.1% | +107.5% |
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