+30.8%
ASML vs AXON
-32.2%
+62.9%
-31.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -9.8% | +0.5% | -8.8% |
| 7D | -19.0% | -12.7% | -6.4% | -18.5% |
| 30D | -25.9% | -8.6% | -17.3% | -25.5% |
| 3M | -19.1% | -37.2% | +18.2% | -17.5% |
| 6M | -5.7% | +0.5% | -6.2% | -7.5% |
| YTD | +27.6% | -32.6% | +60.2% | +34.1% |
| 1Y | +30.8% | -40.2% | +71.0% | +42.0% |
| All | +30.8% | -32.2% | +62.9% | +42.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling