+6.2%
MSFT vs AXON
-50.5%
+56.7%
-30.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.2% | -2.0% | -2.2% |
| 7D | +2.3% | -27.4% | +29.7% | +8.4% |
| 30D | -0.4% | -28.5% | +28.1% | +5.8% |
| 3M | +5.6% | -49.3% | +54.8% | +19.7% |
| 6M | +29.0% | -25.0% | +54.0% | +30.3% |
| YTD | +10.9% | -46.7% | +57.7% | +20.1% |
| 1Y | +6.2% | -48.3% | +54.5% | +18.1% |
| All | +6.2% | -50.5% | +56.7% | +18.1% |
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 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