+104,104.3%
AXON vs SONY
+101.1%
+104,003.2%
-91.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.6% | -1.5% | -0.5% |
| 7D | -7.0% | -2.7% | -4.4% | -6.1% |
| 30D | -20.1% | +1.5% | -21.6% | -20.7% |
| 3M | +7.4% | +13.0% | -5.6% | +2.0% |
| 6M | -7.4% | +11.2% | -18.6% | -12.1% |
| YTD | -15.6% | -6.6% | -9.0% | -14.3% |
| 1Y | -36.2% | -18.1% | -18.1% | -32.1% |
| 3Y | +124.8% | +42.1% | +82.8% | +88.4% |
| 5Y | +166.6% | +11.0% | +155.5% | +144.3% |
| 10Y | +1,803.7% | +289.2% | +1,514.5% | +972.3% |
| All | +104,104.3% | +101.1% | +104,003.2% | +48,954.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling