+762.7%
AXTI vs AXON
+1,058.0%
-295.3%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | +2.7% | -6.6% | -4.6% |
| 7D | +7.6% | +0.8% | +6.8% | +7.5% |
| 30D | -32.1% | -22.8% | -9.3% | -27.4% |
| 3M | -46.0% | -48.8% | +2.8% | -36.1% |
| 6M | -65.7% | -16.3% | -49.4% | -65.9% |
| YTD | +155.9% | -44.5% | +200.4% | +180.2% |
| 1Y | +300.8% | -43.4% | +344.2% | +337.1% |
| 3Y | +1,981.6% | +44.3% | +1,937.3% | +1,392.4% |
| 5Y | +359.3% | +85.1% | +274.2% | +183.1% |
| All | +762.7% | +1,058.0% | -295.3% | +190.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AXON.
Daily Out/Under-Performance
Portfolio return minus AXON return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AXON 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 AXON 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