+164.9%
ASML vs AXON
+140.4%
+24.5%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -4.2% | +8.3% | +4.7% |
| 7D | +1.1% | -14.2% | +15.3% | +3.0% |
| 30D | +2.2% | -15.4% | +17.6% | +3.9% |
| 3M | -2.3% | +0.5% | -2.8% | -3.5% |
| 6M | +23.0% | -9.5% | +32.5% | +23.0% |
| YTD | +61.1% | -9.2% | +70.3% | +60.2% |
| 1Y | +129.1% | -29.4% | +158.5% | +137.7% |
| All | +164.9% | +140.4% | +24.5% | +81.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling