+31,416.6%
AVGO vs AXON
+9,952.0%
+21,464.6%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -4.2% | +4.4% | +1.1% |
| 7D | -3.0% | -14.2% | +11.2% | 0.0% |
| 30D | -14.4% | -15.4% | +1.0% | -12.1% |
| 3M | -14.4% | +0.5% | -14.9% | -16.0% |
| 6M | +13.1% | -9.5% | +22.6% | +12.1% |
| YTD | +3.8% | -9.2% | +13.0% | +1.9% |
| 1Y | +17.8% | -29.4% | +47.2% | +21.9% |
| 3Y | +325.3% | +139.4% | +185.8% | +226.3% |
| 5Y | +689.9% | +178.9% | +511.0% | +464.7% |
| 10Y | +2,597.0% | +1,840.8% | +756.2% | +1,147.5% |
| All | +31,416.6% | +9,952.0% | +21,464.6% | +9,441.7% |
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