+146.8%
GOOG vs AXON
+134.7%
+12.0%
-29.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.0% | +2.0% | +0.2% |
| 7D | +1.1% | -2.5% | +3.6% | +1.3% |
| 30D | -5.1% | -11.5% | +6.4% | -4.2% |
| 3M | -7.1% | +7.3% | -14.4% | -8.1% |
| 6M | +12.7% | -11.9% | +24.6% | +12.7% |
| YTD | +7.1% | -11.0% | +18.1% | +6.8% |
| 1Y | +43.6% | -31.8% | +75.4% | +46.6% |
| 3Y | +146.8% | +135.4% | +11.4% | +94.7% |
| All | +146.8% | +134.7% | +12.0% | +94.7% |
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