+419.6%
AXTI vs AXON
+84.3%
+335.2%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +19.5% | +4.3% | +15.2% | +18.7% |
| 7D | -1.2% | -25.6% | +24.4% | +4.4% |
| 30D | -24.2% | -23.9% | -0.3% | -20.3% |
| 3M | -36.3% | -50.4% | +14.1% | -28.0% |
| 6M | -62.7% | -20.0% | -42.6% | -62.6% |
| YTD | +187.3% | -44.5% | +231.7% | +208.7% |
| 1Y | +344.8% | -44.9% | +389.7% | +379.8% |
| 3Y | +2,272.2% | +44.7% | +2,227.5% | +1,549.5% |
| 5Y | +419.6% | +86.7% | +332.9% | +192.8% |
| All | +419.6% | +84.3% | +335.2% | +192.8% |
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