+109.3%
INTC vs AXON
+1,278.1%
-1,168.8%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -3.1% | +8.6% | +6.0% |
| 7D | -1.0% | -28.7% | +27.7% | +4.1% |
| 30D | -43.3% | -28.3% | -15.0% | -40.4% |
| 3M | -41.6% | -46.9% | +5.3% | -35.9% |
| 6M | -52.5% | -24.9% | -27.6% | -51.5% |
| YTD | +60.9% | -46.6% | +107.5% | +71.4% |
| 1Y | +55.7% | -49.7% | +105.4% | +67.8% |
| 3Y | +59.2% | +40.6% | +18.6% | +31.3% |
| 5Y | +25.0% | +71.9% | -46.8% | -5.2% |
| 10Y | +109.3% | +1,180.9% | -1,071.6% | +17.4% |
| All | +109.3% | +1,278.1% | -1,168.8% | +17.4% |
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