+244.4%
AVGO vs AXON
+42.7%
+201.8%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -18.2% | +18.9% | +4.2% |
| 7D | -9.9% | -26.8% | +16.9% | -4.7% |
| 30D | -22.0% | -22.9% | +0.9% | -18.3% |
| 3M | -30.0% | -40.1% | +10.0% | -23.8% |
| 6M | -30.7% | -18.9% | -11.9% | -31.2% |
| YTD | -14.7% | -44.9% | +30.2% | -7.6% |
| 1Y | -16.8% | -46.7% | +29.9% | -9.0% |
| 3Y | +244.4% | +44.3% | +200.1% | +183.5% |
| All | +244.4% | +42.7% | +201.8% | +183.5% |
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 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