+1,060.5%
AXON vs SYY
+87.3%
+973.2%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | -0.9% | +5.1% | +4.6% |
| 7D | -25.6% | 0.0% | -25.6% | -25.8% |
| 30D | -23.9% | -2.2% | -21.7% | -23.5% |
| 3M | -50.4% | -8.0% | -42.4% | -49.0% |
| 6M | -20.0% | +7.5% | -27.5% | -22.7% |
| YTD | -44.5% | +7.4% | -51.9% | -46.9% |
| 1Y | -44.9% | +4.9% | -49.7% | -46.8% |
| 3Y | +44.7% | +24.1% | +20.6% | +26.9% |
| 5Y | +86.7% | +13.4% | +73.3% | +70.8% |
| 10Y | +1,060.5% | +87.5% | +972.9% | +698.1% |
| All | +1,060.5% | +87.3% | +973.2% | +698.1% |
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