+564.1%
AMZN vs AXON
+1,811.1%
-1,247.0%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -3.1% | +1.3% | -1.2% |
| 7D | -1.0% | -3.3% | +2.3% | -0.4% |
| 30D | -9.2% | -17.8% | +8.6% | -5.9% |
| 3M | +3.4% | +8.3% | -4.9% | +0.3% |
| 6M | +18.2% | -12.4% | +30.6% | +18.7% |
| YTD | +9.3% | -13.7% | +23.1% | +9.2% |
| 1Y | +5.9% | -33.1% | +39.0% | +11.2% |
| 3Y | +82.6% | +128.2% | -45.6% | +39.9% |
| 5Y | +44.9% | +170.5% | -125.6% | +1.6% |
| 10Y | +564.1% | +1,846.0% | -1,281.9% | +250.6% |
| All | +564.1% | +1,811.1% | -1,247.0% | +250.6% |
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