+570.0%
AVGO vs AXON
+83.1%
+486.9%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | +2.7% | -7.5% | -5.4% |
| 7D | +18.2% | +0.8% | +17.4% | +17.8% |
| 30D | +0.2% | -22.8% | +23.0% | +5.6% |
| 3M | -16.8% | -48.8% | +32.0% | -4.5% |
| 6M | -16.5% | -16.3% | -0.2% | -17.0% |
| YTD | +0.8% | -44.5% | +45.3% | +9.6% |
| 1Y | +2.8% | -43.4% | +46.2% | +11.3% |
| 3Y | +278.5% | +44.3% | +234.3% | +199.2% |
| All | +570.0% | +83.1% | +486.9% | +336.6% |
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