+1,016.4%
AXON vs SONY
+366.0%
+650.3%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +0.6% | -3.3% | -2.9% |
| 7D | -19.7% | -3.2% | -16.5% | -18.3% |
| 30D | -25.7% | +9.6% | -35.3% | -29.2% |
| 3M | -48.8% | +13.3% | -62.1% | -52.1% |
| 6M | -22.0% | +20.3% | -42.3% | -29.4% |
| YTD | -45.9% | +4.1% | -50.1% | -47.9% |
| 1Y | -46.1% | -11.9% | -34.2% | -43.5% |
| 3Y | +40.9% | +56.6% | -15.7% | +4.9% |
| 5Y | +80.2% | +10.9% | +69.3% | +58.4% |
| All | +1,016.4% | +366.0% | +650.3% | +498.0% |
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