+27.8%
INTC vs AXON
+83.1%
-55.3%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +2.7% | -5.2% | -2.9% |
| 7D | +6.0% | +0.8% | +5.2% | +5.9% |
| 30D | -39.2% | -22.8% | -16.4% | -37.3% |
| 3M | -42.9% | -48.8% | +5.8% | -38.2% |
| 6M | -50.4% | -16.3% | -34.1% | -50.5% |
| YTD | +61.7% | -44.5% | +106.1% | +69.9% |
| 1Y | +66.1% | -43.4% | +109.5% | +73.8% |
| 3Y | +58.1% | +44.3% | +13.9% | +23.4% |
| All | +27.8% | +83.1% | -55.3% | -14.2% |
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