+182.3%
AXON vs TECH
-42.5%
+224.8%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | 0.0% | -4.1% | -4.2% |
| 7D | -14.2% | +0.1% | -14.3% | -14.2% |
| 30D | -15.4% | +0.7% | -16.1% | -15.6% |
| 3M | +0.5% | +36.3% | -35.9% | -9.6% |
| 6M | -9.5% | +25.6% | -35.1% | -17.4% |
| YTD | -9.2% | +23.7% | -32.9% | -17.0% |
| 1Y | -29.4% | +37.6% | -67.0% | -37.9% |
| 3Y | +139.4% | -6.6% | +146.0% | +128.9% |
| All | +182.3% | -42.5% | +224.8% | +240.9% |
Cumulative growth
Daily Returns
Daily percentage return beside TECH.
Daily Out/Under-Performance
Portfolio return minus TECH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TECH 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 5y: compounded portfolio wealth divided by compounded TECH 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…
5y analysis · Full analysis span regression · 6 months rolling