+182.3%
AXON vs SEI
+770.7%
-588.4%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | +3.4% | -7.6% | -4.5% |
| 7D | -14.2% | +10.2% | -24.4% | -15.0% |
| 30D | -15.4% | -1.0% | -14.4% | -15.5% |
| 3M | +0.5% | -27.9% | +28.4% | +2.7% |
| 6M | -9.5% | +10.4% | -19.9% | -12.4% |
| YTD | -9.2% | +20.1% | -29.3% | -13.4% |
| 1Y | -29.4% | +109.7% | -139.1% | -37.1% |
| 3Y | +139.4% | +458.6% | -319.2% | +90.2% |
| All | +182.3% | +770.7% | -588.4% | +124.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling