+170.5%
AXON vs SOXQ
+269.0%
-98.5%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +0.4% | -3.4% | -3.2% |
| 7D | -3.3% | +5.2% | -8.6% | -5.4% |
| 30D | -17.8% | -0.5% | -17.3% | -17.9% |
| 3M | +8.3% | -5.6% | +13.9% | +7.8% |
| 6M | -12.4% | +53.0% | -65.4% | -32.0% |
| YTD | -13.7% | +68.8% | -82.5% | -36.6% |
| 1Y | -33.1% | +105.7% | -138.8% | -55.8% |
| 3Y | +128.2% | +240.5% | -112.3% | +5.9% |
| 5Y | +170.5% | +266.8% | -96.3% | +19.6% |
| All | +170.5% | +269.0% | -98.5% | +19.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling