+138.7%
AXON vs SYY
+26.8%
+111.9%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -1.3% | -2.9% | -4.0% |
| 7D | -14.2% | -2.3% | -11.9% | -14.0% |
| 30D | -15.4% | -4.9% | -10.5% | -15.0% |
| 3M | +0.5% | +8.4% | -7.9% | -0.3% |
| 6M | -9.5% | -7.4% | -2.2% | -9.2% |
| YTD | -9.2% | +11.0% | -20.2% | -10.2% |
| 1Y | -29.4% | -0.2% | -29.1% | -29.7% |
| All | +138.7% | +26.8% | +111.9% | +115.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling