+15.7%
BABA vs AXON
+1,048.6%
-1,032.9%
-80.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.2% | -2.3% | -2.5% |
| 7D | +2.4% | -27.4% | +29.7% | +7.3% |
| 30D | -7.8% | -28.5% | +20.7% | -3.2% |
| 3M | -22.4% | -49.3% | +26.9% | -14.1% |
| 6M | -26.0% | -25.0% | -1.0% | -24.4% |
| YTD | -29.3% | -46.7% | +17.5% | -24.4% |
| 1Y | -37.5% | -48.3% | +10.7% | -32.9% |
| 3Y | +31.9% | +38.8% | -6.9% | +6.2% |
| 5Y | -33.4% | +77.7% | -111.1% | -51.9% |
| 10Y | +15.7% | +1,028.0% | -1,012.3% | -39.6% |
| All | +15.7% | +1,048.6% | -1,032.9% | -39.6% |
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