+44.3%
AXON vs SYY
+24.3%
+20.0%
-64.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -18.2% | +2.2% | -20.3% | -18.4% |
| 7D | -26.8% | -7.3% | -19.5% | -26.2% |
| 30D | -22.9% | +0.1% | -23.0% | -22.9% |
| 3M | -40.1% | -8.2% | -31.9% | -39.5% |
| 6M | -18.9% | +6.3% | -25.1% | -19.0% |
| YTD | -44.9% | +7.3% | -52.2% | -44.9% |
| 1Y | -46.7% | +8.5% | -55.2% | -46.8% |
| 3Y | +44.3% | +24.9% | +19.4% | +41.0% |
| All | +44.3% | +24.3% | +20.0% | +41.0% |
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