+7.4%
AVGO vs AXON
-31.4%
+38.8%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -2.0% | +5.0% | +3.1% |
| 7D | -0.3% | -2.5% | +2.2% | -0.2% |
| 30D | -13.8% | -11.5% | -2.4% | -13.3% |
| 3M | -6.9% | +7.3% | -14.2% | -8.5% |
| 6M | +11.9% | -11.9% | +23.9% | +13.9% |
| YTD | +6.9% | -11.0% | +17.9% | +8.4% |
| 1Y | +7.4% | -31.8% | +39.2% | +14.0% |
| All | +7.4% | -31.4% | +38.8% | +14.0% |
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