+25,809.4%
AVGO vs AXON
+6,001.4%
+19,808.0%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -18.2% | +18.9% | +4.6% |
| 7D | -9.9% | -26.8% | +16.9% | -4.1% |
| 30D | -22.0% | -22.9% | +0.9% | -18.0% |
| 3M | -30.0% | -40.1% | +10.0% | -23.1% |
| 6M | -30.7% | -18.9% | -11.9% | -30.1% |
| YTD | -14.7% | -44.9% | +30.2% | -7.6% |
| 1Y | -16.8% | -46.7% | +29.9% | -9.1% |
| 3Y | +244.4% | +44.3% | +200.1% | +192.3% |
| 5Y | +474.0% | +71.4% | +402.7% | +352.4% |
| 10Y | +2,122.6% | +1,324.0% | +798.6% | +1,000.0% |
| All | +25,809.4% | +6,001.4% | +19,808.0% | +8,558.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling