+221.0%
AXON vs SOXQ
+288.7%
-67.7%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +1.3% | -3.3% | -2.5% |
| 7D | -2.5% | +5.3% | -7.8% | -4.5% |
| 30D | -11.5% | -3.7% | -7.8% | -10.5% |
| 3M | +7.3% | -7.8% | +15.1% | +7.9% |
| 6M | -11.9% | +58.4% | -70.3% | -32.9% |
| YTD | -11.0% | +68.1% | -79.1% | -34.5% |
| 1Y | -31.8% | +105.4% | -137.1% | -54.9% |
| 3Y | +135.4% | +239.2% | -103.8% | +9.9% |
| 5Y | +176.9% | +266.9% | -90.0% | +22.7% |
| All | +221.0% | +288.7% | -67.7% | +41.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling