+203.0%
AMAT vs AXON
+140.4%
+62.6%
-49.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | -4.2% | +8.5% | +4.8% |
| 7D | -1.5% | -14.2% | +12.7% | +0.1% |
| 30D | -14.8% | -15.4% | +0.6% | -13.5% |
| 3M | -9.3% | +0.5% | -9.8% | -10.3% |
| 6M | +27.4% | -9.5% | +36.9% | +27.8% |
| YTD | +77.6% | -9.2% | +86.8% | +77.0% |
| 1Y | +188.9% | -29.4% | +218.3% | +199.2% |
| All | +203.0% | +140.4% | +62.6% | +112.1% |
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