+100.3%
AXON vs SOXQ
+231.9%
-131.6%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -3.5% | +6.2% | +4.0% |
| 7D | +0.8% | +8.2% | -7.4% | -2.4% |
| 30D | -22.8% | -13.2% | -9.6% | -19.2% |
| 3M | -48.8% | -18.5% | -30.2% | -45.4% |
| 6M | -16.3% | -15.4% | -0.8% | -15.1% |
| YTD | -44.5% | +43.6% | -88.0% | -57.1% |
| 1Y | -43.4% | +49.2% | -92.6% | -57.2% |
| 3Y | +44.3% | +190.2% | -145.9% | -29.5% |
| 5Y | +85.1% | +178.2% | -93.1% | -9.0% |
| All | +100.3% | +231.9% | -131.6% | -7.3% |
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