+2,029.1%
AXON vs SPMO
+572.4%
+1,456.7%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | +1.6% | -5.7% | -5.5% |
| 7D | -14.2% | +2.0% | -16.2% | -15.6% |
| 30D | -15.4% | -0.4% | -15.0% | -15.3% |
| 3M | +0.5% | -1.9% | +2.4% | -0.5% |
| 6M | -9.5% | +25.0% | -34.5% | -30.0% |
| YTD | -9.2% | +26.0% | -35.2% | -30.1% |
| 1Y | -29.4% | +28.7% | -58.1% | -46.6% |
| 3Y | +139.4% | +160.9% | -21.5% | -8.2% |
| 5Y | +178.9% | +147.9% | +31.0% | +12.8% |
| 10Y | +1,840.8% | +518.9% | +1,321.9% | +360.4% |
| All | +2,029.1% | +572.4% | +1,456.7% | +354.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling