+691.7%
AVGO vs AXON
+179.8%
+511.8%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -4.2% | +4.4% | +1.2% |
| 7D | -3.0% | -14.2% | +11.2% | +0.3% |
| 30D | -14.4% | -15.4% | +1.0% | -12.0% |
| 3M | -14.4% | +0.5% | -14.9% | -16.3% |
| 6M | +13.1% | -9.5% | +22.6% | +12.4% |
| YTD | +3.8% | -9.2% | +13.0% | +2.0% |
| 1Y | +17.8% | -29.4% | +47.2% | +23.7% |
| 3Y | +325.3% | +139.4% | +185.8% | +203.0% |
| All | +691.7% | +179.8% | +511.8% | +387.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling