+804.4%
AAOI vs AXON
+123.5%
+680.9%
-77.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +0.1% | +1.9% | +1.9% |
| 7D | -0.2% | -7.0% | +6.9% | +3.9% |
| 30D | -23.7% | -20.1% | -3.6% | -14.8% |
| 3M | -39.0% | +7.4% | -46.4% | -45.0% |
| 6M | -17.0% | -7.4% | -9.7% | -20.5% |
| YTD | +202.2% | -15.6% | +217.8% | +194.0% |
| 1Y | +292.4% | -36.2% | +328.6% | +387.9% |
| 3Y | +804.4% | +124.8% | +679.5% | +364.8% |
| All | +804.4% | +123.5% | +680.9% | +364.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling