-1.2%
AVGO vs AXON
-45.9%
+44.7%
-39.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +4.3% | -0.3% | +3.7% |
| 7D | +6.1% | -25.6% | +31.7% | +8.3% |
| 30D | -2.7% | -23.9% | +21.2% | -0.7% |
| 3M | -16.9% | -50.4% | +33.6% | -13.0% |
| 6M | -19.1% | -20.0% | +0.9% | -19.8% |
| YTD | +0.3% | -44.5% | +44.8% | +6.4% |
| 1Y | -1.2% | -44.9% | +43.7% | +6.5% |
| All | -1.2% | -45.9% | +44.7% | +6.5% |
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