+1,046.6%
AXON vs SU
+242.3%
+804.3%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +0.9% | +1.8% | +2.5% |
| 7D | +0.8% | +1.7% | -0.9% | +0.5% |
| 30D | -22.8% | -7.9% | -14.9% | -21.7% |
| 3M | -48.8% | +7.5% | -56.3% | -49.7% |
| 6M | -16.3% | +7.2% | -23.5% | -18.0% |
| YTD | -44.5% | +60.9% | -105.4% | -50.3% |
| 1Y | -43.4% | +63.6% | -107.0% | -49.6% |
| 3Y | +44.3% | +128.9% | -84.6% | +18.2% |
| 5Y | +85.1% | +228.3% | -143.2% | +36.2% |
| All | +1,046.6% | +242.3% | +804.3% | +730.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SU.
Daily Out/Under-Performance
Portfolio return minus SU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SU 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 SU 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