+247.2%
AMAT vs AXON
+179.8%
+67.4%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | -4.2% | +8.5% | +5.2% |
| 7D | -1.5% | -14.2% | +12.7% | +1.6% |
| 30D | -14.8% | -15.4% | +0.6% | -12.4% |
| 3M | -9.3% | +0.5% | -9.8% | -11.4% |
| 6M | +27.4% | -9.5% | +36.9% | +26.5% |
| YTD | +77.6% | -9.2% | +86.8% | +74.6% |
| 1Y | +188.9% | -29.4% | +218.3% | +202.6% |
| 3Y | +202.3% | +139.4% | +62.9% | +86.0% |
| All | +247.2% | +179.8% | +67.4% | +75.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling