+1,907.3%
AXON vs SYY
+98.2%
+1,809.1%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.3% | -1.7% | -1.9% |
| 7D | -2.5% | -2.8% | +0.3% | -1.5% |
| 30D | -11.5% | -5.3% | -6.2% | -9.7% |
| 3M | +7.3% | +5.1% | +2.2% | +5.2% |
| 6M | -11.9% | -5.0% | -7.0% | -10.9% |
| YTD | -11.0% | +10.7% | -21.7% | -15.5% |
| 1Y | -31.8% | +0.7% | -32.4% | -33.0% |
| 3Y | +135.4% | +24.0% | +111.4% | +107.8% |
| 5Y | +176.9% | +19.3% | +157.6% | +149.2% |
| All | +1,907.3% | +98.2% | +1,809.1% | +1,287.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SYY.
Daily Out/Under-Performance
Portfolio return minus SYY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SYY 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 SYY 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