+1,786.0%
AXON vs SU
+267.8%
+1,518.2%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.1% | -2.1% | -2.3% |
| 7D | -11.0% | +1.7% | -12.7% | -11.3% |
| 30D | -24.7% | +9.6% | -34.4% | -26.1% |
| 3M | +7.0% | +11.7% | -4.7% | +4.3% |
| 6M | -9.6% | +21.9% | -31.6% | -13.9% |
| YTD | -15.7% | +58.6% | -74.3% | -24.1% |
| 1Y | -35.9% | +66.5% | -102.5% | -43.0% |
| 3Y | +123.0% | +121.4% | +1.6% | +84.5% |
| 5Y | +166.3% | +355.7% | -189.4% | +81.2% |
| All | +1,786.0% | +267.8% | +1,518.2% | +1,187.0% |
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