+135.4%
AXON vs SONY
+41.5%
+93.9%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -4.2% | +2.2% | -0.4% |
| 7D | -2.5% | -5.2% | +2.7% | -0.5% |
| 30D | -11.5% | +0.3% | -11.8% | -11.7% |
| 3M | +7.3% | +6.2% | +1.1% | +4.2% |
| 6M | -11.9% | +9.5% | -21.5% | -15.9% |
| YTD | -11.0% | -8.1% | -2.9% | -8.9% |
| 1Y | -31.8% | -17.9% | -13.8% | -27.0% |
| 3Y | +135.4% | +41.5% | +93.9% | +86.4% |
| All | +135.4% | +41.5% | +93.9% | +86.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling