+170.5%
AXON vs MKSI
+90.4%
+80.1%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MKSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +1.0% | -4.0% | -3.3% |
| 7D | -3.3% | +6.6% | -10.0% | -4.9% |
| 30D | -17.8% | -8.2% | -9.6% | -16.5% |
| 3M | +8.3% | -16.4% | +24.7% | +10.1% |
| 6M | -12.4% | +23.0% | -35.3% | -20.9% |
| YTD | -13.7% | +68.2% | -81.9% | -29.8% |
| 1Y | -33.1% | +148.6% | -181.6% | -52.4% |
| 3Y | +128.2% | +196.0% | -67.7% | +38.1% |
| 5Y | +170.5% | +87.4% | +83.1% | +103.0% |
| All | +170.5% | +90.4% | +80.1% | +103.0% |
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