+31.9%
BABA vs AXON
+40.0%
-8.1%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.2% | -2.3% | -2.5% |
| 7D | +2.4% | -27.4% | +29.7% | +2.8% |
| 30D | -7.8% | -28.5% | +20.7% | -7.3% |
| 3M | -22.4% | -49.3% | +26.9% | -21.5% |
| 6M | -26.0% | -25.0% | -1.0% | -25.6% |
| YTD | -29.3% | -46.7% | +17.5% | -29.2% |
| 1Y | -37.5% | -48.3% | +10.7% | -37.5% |
| 3Y | +31.9% | +38.8% | -6.9% | +30.7% |
| All | +31.9% | +40.0% | -8.1% | +30.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling