+1,534.9%
ASML vs AXON
+1,048.6%
+486.3%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.2% | -0.1% | -0.3% |
| 7D | -2.9% | -27.4% | +24.5% | +4.3% |
| 30D | -15.2% | -28.5% | +13.3% | -8.8% |
| 3M | -12.9% | -49.3% | +36.4% | +1.1% |
| 6M | -5.0% | -25.0% | +20.0% | -2.7% |
| YTD | +41.8% | -46.7% | +88.5% | +56.0% |
| 1Y | +46.0% | -48.3% | +94.3% | +61.9% |
| 3Y | +133.5% | +38.8% | +94.7% | +77.7% |
| 5Y | +93.0% | +77.7% | +15.3% | +29.2% |
| 10Y | +1,534.9% | +1,028.0% | +506.9% | +637.9% |
| All | +1,534.9% | +1,048.6% | +486.3% | +637.9% |
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