+92,113.0%
AXON vs SWK
+473.2%
+91,639.9%
-91.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +13.1% | -11.3% | -4.4% |
| 7D | +0.2% | +17.9% | -17.7% | -7.8% |
| 30D | +3.0% | +31.9% | -28.9% | -10.2% |
| 3M | -30.1% | +16.6% | -46.7% | -35.2% |
| 6M | +7.7% | +61.1% | -53.4% | -15.1% |
| YTD | -25.3% | +64.2% | -89.5% | -42.8% |
| 1Y | -39.9% | +85.2% | -125.1% | -56.8% |
| 3Y | +95.2% | +50.2% | +45.1% | +42.1% |
| 5Y | +129.9% | -22.8% | +152.7% | +126.3% |
| 10Y | +1,829.8% | +35.8% | +1,794.1% | +1,108.1% |
| All | +92,113.0% | +473.2% | +91,639.9% | +24,150.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SWK.
Daily Out/Under-Performance
Portfolio return minus SWK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SWK 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 all: compounded portfolio wealth divided by compounded SWK 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…
all analysis · Full analysis span regression · 6 months rolling