+129.8%
AXON vs SU
+120.6%
+9.3%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +1.7% | -4.7% | -3.1% |
| 7D | -3.3% | +1.6% | -4.9% | -3.4% |
| 30D | -17.8% | +10.7% | -28.6% | -18.3% |
| 3M | +8.3% | +13.5% | -5.2% | +7.4% |
| 6M | -12.4% | +21.8% | -34.2% | -14.6% |
| YTD | -13.7% | +58.8% | -72.6% | -20.2% |
| 1Y | -33.1% | +72.0% | -105.1% | -39.2% |
| All | +129.8% | +120.6% | +9.3% | +101.6% |
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