+658.6%
AXTI vs AXON
+176.2%
+482.4%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.8% | -2.0% | +14.8% | +13.2% |
| 7D | +24.0% | -2.5% | +26.5% | +24.3% |
| 30D | -21.5% | -11.5% | -10.0% | -20.3% |
| 3M | -23.4% | +7.3% | -30.7% | -26.4% |
| 6M | +114.9% | -11.9% | +126.8% | +114.7% |
| YTD | +325.4% | -11.0% | +336.4% | +319.6% |
| 1Y | +2,136.7% | -31.8% | +2,168.4% | +2,271.1% |
| 3Y | +2,835.0% | +135.4% | +2,699.6% | +1,740.4% |
| All | +658.6% | +176.2% | +482.4% | +308.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling