+30.1%
XYZ vs AXON
-45.9%
+76.0%
-31.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +4.3% | -4.1% | -0.9% |
| 7D | -2.2% | -25.6% | +23.5% | +4.6% |
| 30D | +11.6% | -23.9% | +35.5% | +18.6% |
| 3M | +8.4% | -50.4% | +58.8% | +28.3% |
| 6M | +17.2% | -20.0% | +37.2% | +20.3% |
| YTD | +31.7% | -44.5% | +76.2% | +45.7% |
| 1Y | +30.1% | -44.9% | +74.9% | +43.7% |
| All | +30.1% | -45.9% | +76.0% | +43.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling