+1,846.0%
AXON vs SMTC
+504.7%
+1,341.3%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +0.8% | -3.9% | -3.2% |
| 7D | -3.3% | +22.5% | -25.8% | -8.2% |
| 30D | -17.8% | +24.9% | -42.7% | -23.2% |
| 3M | +8.3% | +4.1% | +4.2% | +2.7% |
| 6M | -12.4% | +92.6% | -104.9% | -31.7% |
| YTD | -13.7% | +122.5% | -136.2% | -36.0% |
| 1Y | -33.1% | +166.2% | -199.3% | -53.6% |
| 3Y | +128.2% | +577.2% | -448.9% | -3.3% |
| 5Y | +170.5% | +119.0% | +51.5% | +73.9% |
| 10Y | +1,846.0% | +527.9% | +1,318.1% | +683.3% |
| All | +1,846.0% | +504.7% | +1,341.3% | +683.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SMTC.
Daily Out/Under-Performance
Portfolio return minus SMTC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SMTC 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 2016-09-09 to 2026-09-09: compounded portfolio wealth divided by compounded SMTC 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling