+1,046.6%
AXON vs MKSI
+345.2%
+701.4%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MKSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -2.6% | +5.4% | +3.5% |
| 7D | +0.8% | +12.2% | -11.4% | -2.9% |
| 30D | -22.8% | -8.0% | -14.7% | -21.8% |
| 3M | -48.8% | -29.5% | -19.2% | -44.2% |
| 6M | -16.3% | -31.9% | +15.6% | -10.9% |
| YTD | -44.5% | +35.3% | -79.8% | -54.5% |
| 1Y | -43.4% | +50.3% | -93.7% | -55.4% |
| 3Y | +44.3% | +216.4% | -172.1% | -24.2% |
| 5Y | +85.1% | +34.4% | +50.7% | +33.0% |
| All | +1,046.6% | +345.2% | +701.4% | +433.3% |
Cumulative growth
Daily Returns
Daily percentage return beside MKSI.
Daily Out/Under-Performance
Portfolio return minus MKSI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MKSI 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 10y: compounded portfolio wealth divided by compounded MKSI 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…
10y analysis · Full analysis span regression · 6 months rolling