+80.2%
AXON vs MKSI
+40.0%
+40.2%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MKSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -2.0% | -0.6% | -2.2% |
| 7D | -19.7% | +25.3% | -45.0% | -24.2% |
| 30D | -25.7% | -10.5% | -15.2% | -24.3% |
| 3M | -48.8% | -27.7% | -21.1% | -45.5% |
| 6M | -22.0% | -28.8% | +6.8% | -18.9% |
| YTD | -45.9% | +39.0% | -84.9% | -54.4% |
| 1Y | -46.1% | +45.2% | -91.3% | -55.2% |
| 3Y | +40.9% | +218.8% | -177.9% | -20.5% |
| 5Y | +80.2% | +38.1% | +42.1% | +47.9% |
| All | +80.2% | +40.0% | +40.2% | +47.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling