+8.6%
MSFT vs AXON
-50.4%
+59.0%
-30.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -3.1% | +5.9% | +3.3% |
| 7D | +7.5% | -28.7% | +36.2% | +14.3% |
| 30D | +1.9% | -28.3% | +30.2% | +8.1% |
| 3M | +9.2% | -46.9% | +56.1% | +22.6% |
| 6M | +31.9% | -24.9% | +56.7% | +33.2% |
| YTD | +13.4% | -46.6% | +60.1% | +22.8% |
| All | +8.6% | -50.4% | +59.0% | +20.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling