+1,472.1%
AXTI vs AXON
+1,815.8%
-343.7%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.1% | 0.0% | +0.1% |
| 7D | +5.1% | -7.0% | +12.1% | +7.1% |
| 30D | -17.5% | -20.1% | +2.6% | -13.0% |
| 3M | -26.7% | +7.4% | -34.1% | -30.5% |
| 6M | +36.8% | -7.4% | +44.1% | +32.5% |
| YTD | +296.1% | -15.6% | +311.7% | +290.6% |
| 1Y | +1,810.6% | -36.2% | +1,846.8% | +1,948.6% |
| 3Y | +2,587.6% | +124.8% | +2,462.7% | +1,646.0% |
| 5Y | +601.7% | +166.6% | +435.2% | +306.5% |
| All | +1,472.1% | +1,815.8% | -343.7% | +474.2% |
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