+1,111.0%
AMAT vs AXON
+1,616.3%
-505.3%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.6% | -9.8% | -3.8% | -11.1% |
| 7D | -24.3% | -12.7% | -11.6% | -21.5% |
| 30D | -39.8% | -8.6% | -31.2% | -38.3% |
| 3M | -40.2% | -37.2% | -2.9% | -33.6% |
| 6M | -22.1% | +0.5% | -22.6% | -25.5% |
| YTD | +24.7% | -32.6% | +57.3% | +30.7% |
| 1Y | +33.3% | -40.2% | +73.4% | +44.5% |
| 3Y | +133.9% | +76.1% | +57.8% | +67.3% |
| 5Y | +117.1% | +109.5% | +7.6% | +39.3% |
| All | +1,111.0% | +1,616.3% | -505.3% | +428.2% |
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