+96.2%
GOOG vs AXON
+72.9%
+23.3%
-44.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.2% | -0.2% | -0.3% |
| 7D | +2.4% | -27.4% | +29.8% | +7.1% |
| 30D | -18.1% | -28.5% | +10.4% | -14.3% |
| 3M | -19.9% | -49.3% | +29.4% | -11.7% |
| 6M | -28.2% | -25.0% | -3.1% | -26.5% |
| YTD | -9.0% | -46.7% | +37.7% | -2.6% |
| 1Y | -1.7% | -48.3% | +46.6% | +5.8% |
| 3Y | +114.5% | +38.8% | +75.7% | +65.3% |
| 5Y | +96.2% | +77.7% | +18.5% | +25.1% |
| All | +96.2% | +72.9% | +23.3% | +25.1% |
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