-39.9%
AXON vs SEI
+18.6%
-58.5%
-51.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -16.9% | +18.7% | +2.0% |
| 7D | +0.2% | -16.4% | +16.7% | +0.4% |
| 30D | +3.0% | -22.9% | +25.9% | +3.3% |
| 3M | -30.1% | -0.3% | -29.9% | -30.7% |
| 6M | +7.7% | -22.3% | +30.1% | +7.7% |
| YTD | -25.3% | +26.2% | -51.5% | -32.8% |
| 1Y | -39.9% | +8.2% | -48.1% | -45.1% |
| All | -39.9% | +18.6% | -58.5% | -45.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SEI.
Daily Out/Under-Performance
Portfolio return minus SEI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SEI 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 1y: compounded portfolio wealth divided by compounded SEI 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…
1y analysis · Full analysis span regression · 6 months rolling