-39.9%
AXON vs SOXQ
+45.5%
-85.4%
-51.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -3.1% | +4.9% | +2.0% |
| 7D | +0.2% | -12.1% | +12.3% | +0.9% |
| 30D | +3.0% | -22.0% | +25.0% | +4.3% |
| 3M | -30.1% | -15.6% | -14.6% | -29.6% |
| 6M | +7.7% | -2.4% | +10.1% | +2.6% |
| YTD | -25.3% | +45.4% | -70.7% | -38.9% |
| 1Y | -39.9% | +47.7% | -87.6% | -51.2% |
| All | -39.9% | +45.5% | -85.4% | -51.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SOXQ.
Daily Out/Under-Performance
Portfolio return minus SOXQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SOXQ 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 1y: compounded portfolio wealth divided by compounded SOXQ 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…
1y analysis · Full analysis span regression · 6 months rolling