+135.4%
AXON vs MKSI
+191.2%
-55.8%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MKSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +2.0% | -4.0% | -2.3% |
| 7D | -2.5% | +7.7% | -10.2% | -3.8% |
| 30D | -11.5% | -12.9% | +1.4% | -9.7% |
| 3M | +7.3% | -14.8% | +22.1% | +8.0% |
| 6M | -11.9% | +26.6% | -38.6% | -19.1% |
| YTD | -11.0% | +66.6% | -77.6% | -23.8% |
| 1Y | -31.8% | +144.6% | -176.3% | -47.2% |
| 3Y | +135.4% | +193.1% | -57.7% | +63.7% |
| All | +135.4% | +191.2% | -55.8% | +63.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling