+50.4%
AMZN vs AXON
+83.1%
-32.7%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +2.7% | -3.0% | -0.9% |
| 7D | +2.8% | +0.8% | +2.1% | +2.6% |
| 30D | +5.0% | -22.8% | +27.7% | +10.3% |
| 3M | +0.6% | -48.8% | +49.3% | +15.9% |
| 6M | -1.3% | -16.3% | +15.0% | -1.1% |
| YTD | +15.5% | -44.5% | +60.0% | +26.5% |
| 1Y | +12.2% | -43.4% | +55.6% | +22.1% |
| 3Y | +87.0% | +44.3% | +42.8% | +33.7% |
| All | +50.4% | +83.1% | -32.7% | -19.7% |
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