+112,002.2%
AXON vs SRE
+1,300.2%
+110,701.9%
-91.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -0.6% | -3.6% | -3.9% |
| 7D | -14.2% | -0.3% | -13.8% | -14.1% |
| 30D | -15.4% | -0.7% | -14.7% | -15.4% |
| 3M | +0.5% | -6.3% | +6.8% | +2.4% |
| 6M | -9.5% | -10.7% | +1.1% | -6.6% |
| YTD | -9.2% | -3.5% | -5.7% | -9.4% |
| 1Y | -29.4% | +5.3% | -34.7% | -32.3% |
| 3Y | +139.4% | +31.8% | +107.6% | +103.6% |
| 5Y | +178.9% | +47.4% | +131.5% | +122.3% |
| 10Y | +1,840.8% | +120.6% | +1,720.2% | +1,112.3% |
| All | +112,002.2% | +1,300.2% | +110,701.9% | +40,060.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SRE.
Daily Out/Under-Performance
Portfolio return minus SRE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SRE 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 SRE 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