+1,786.0%
AXON vs SONY
+286.8%
+1,499.2%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +0.3% | -2.6% | -2.4% |
| 7D | -11.0% | -5.8% | -5.3% | -8.4% |
| 30D | -24.7% | -0.4% | -24.4% | -24.7% |
| 3M | +7.0% | +13.3% | -6.3% | +0.1% |
| 6M | -9.6% | +8.5% | -18.1% | -14.4% |
| YTD | -15.7% | -8.1% | -7.6% | -13.4% |
| 1Y | -35.9% | -17.9% | -18.0% | -30.8% |
| 3Y | +123.0% | +41.4% | +81.6% | +75.3% |
| 5Y | +166.3% | +9.3% | +157.0% | +135.5% |
| All | +1,786.0% | +286.8% | +1,499.2% | +1,045.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SONY.
Daily Out/Under-Performance
Portfolio return minus SONY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SONY 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 SONY 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