+1,028.0%
AXON vs SONY
+366.6%
+661.5%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.3% | +1.1% | +0.4% |
| 7D | -27.4% | +5.2% | -32.6% | -29.3% |
| 30D | -28.5% | +10.7% | -39.2% | -32.2% |
| 3M | -49.3% | +12.1% | -61.4% | -52.3% |
| 6M | -25.0% | +32.6% | -57.6% | -35.5% |
| YTD | -46.7% | +4.3% | -51.1% | -48.7% |
| 1Y | -48.3% | -4.5% | -43.8% | -48.1% |
| 3Y | +38.8% | +56.9% | -18.1% | +3.3% |
| 5Y | +77.7% | +12.5% | +65.2% | +55.1% |
| 10Y | +1,028.0% | +371.7% | +656.3% | +505.0% |
| All | +1,028.0% | +366.6% | +661.5% | +505.0% |
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