+1,846.0%
AXON vs SPMO
+526.3%
+1,319.6%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.1% | -2.9% | -3.0% |
| 7D | -3.3% | +2.7% | -6.1% | -5.7% |
| 30D | -17.8% | +1.1% | -18.9% | -18.9% |
| 3M | +8.3% | +2.0% | +6.2% | +3.3% |
| 6M | -12.4% | +26.5% | -38.9% | -33.3% |
| YTD | -13.7% | +26.5% | -40.2% | -34.2% |
| 1Y | -33.1% | +27.9% | -61.0% | -49.4% |
| 3Y | +128.2% | +160.4% | -32.2% | -14.4% |
| 5Y | +170.5% | +151.5% | +19.0% | +5.4% |
| 10Y | +1,846.0% | +526.3% | +1,319.6% | +368.3% |
| All | +1,846.0% | +526.3% | +1,319.6% | +368.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SPMO.
Daily Out/Under-Performance
Portfolio return minus SPMO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPMO 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 SPMO 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