+170.5%
AXON vs SU
+360.6%
-190.1%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +1.7% | -4.7% | -3.2% |
| 7D | -3.3% | +1.6% | -4.9% | -3.5% |
| 30D | -17.8% | +10.7% | -28.6% | -18.6% |
| 3M | +8.3% | +13.5% | -5.2% | +6.8% |
| 6M | -12.4% | +21.8% | -34.2% | -14.7% |
| YTD | -13.7% | +58.8% | -72.6% | -19.3% |
| 1Y | -33.1% | +72.0% | -105.1% | -38.3% |
| 3Y | +128.2% | +121.7% | +6.5% | +101.8% |
| 5Y | +170.5% | +350.4% | -179.9% | +142.0% |
| All | +170.5% | +360.6% | -190.1% | +142.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling