+1,060.5%
AXON vs SIMO
+453.3%
+607.2%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SIMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | +8.7% | -4.4% | +3.0% |
| 7D | -25.6% | +0.9% | -26.6% | -25.8% |
| 30D | -23.9% | -25.4% | +1.5% | -21.2% |
| 3M | -50.4% | -17.8% | -32.7% | -50.2% |
| 6M | -20.0% | -29.6% | +9.5% | -20.3% |
| YTD | -44.5% | +100.3% | -144.8% | -58.1% |
| 1Y | -44.9% | +100.4% | -145.2% | -58.4% |
| 3Y | +44.7% | +246.1% | -201.4% | -8.7% |
| 5Y | +86.7% | +189.8% | -103.1% | +16.0% |
| 10Y | +1,060.5% | +434.6% | +625.9% | +441.1% |
| All | +1,060.5% | +453.3% | +607.2% | +441.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SIMO.
Daily Out/Under-Performance
Portfolio return minus SIMO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SIMO 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 10y: compounded portfolio wealth divided by compounded SIMO 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…
10y analysis · Full analysis span regression · 6 months rolling