+204.5%
AXON vs SOXQ
+286.7%
-82.2%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.8% | -1.7% | -0.6% |
| 7D | -7.0% | +0.8% | -7.8% | -7.3% |
| 30D | -20.1% | -4.6% | -15.5% | -18.8% |
| 3M | +7.4% | -10.2% | +17.6% | +9.5% |
| 6M | -7.4% | +49.7% | -57.1% | -27.4% |
| YTD | -15.6% | +67.2% | -82.8% | -37.7% |
| 1Y | -36.2% | +98.0% | -134.2% | -57.0% |
| 3Y | +124.8% | +237.2% | -112.3% | +5.2% |
| 5Y | +166.6% | +261.3% | -94.7% | +18.9% |
| All | +204.5% | +286.7% | -82.2% | +34.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling