+44.3%
AXON vs SU
+129.2%
-84.9%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | +1.8% | +2.5% | +4.2% |
| 7D | -25.6% | -4.3% | -21.4% | -25.6% |
| 30D | -23.9% | -6.2% | -17.7% | -23.9% |
| 3M | -50.4% | +9.7% | -60.1% | -50.8% |
| 6M | -20.0% | +7.3% | -27.3% | -20.3% |
| YTD | -44.5% | +58.7% | -103.2% | -49.2% |
| 1Y | -44.9% | +59.7% | -104.6% | -49.6% |
| All | +44.3% | +129.2% | -84.9% | +22.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling