+3,003.4%
SHOP vs AXON
+1,845.5%
+1,158.0%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.6% | -2.0% | -5.6% | -6.7% |
| 7D | -4.1% | -2.5% | -1.6% | -3.1% |
| 30D | -11.5% | -11.5% | 0.0% | -7.2% |
| 3M | +21.1% | +7.3% | +13.8% | +14.1% |
| 6M | +3.0% | -11.9% | +14.9% | +5.2% |
| YTD | -16.7% | -11.0% | -5.7% | -16.4% |
| 1Y | -8.3% | -31.8% | +23.5% | +2.4% |
| 3Y | +112.8% | +135.4% | -22.6% | +27.2% |
| 5Y | -9.3% | +176.9% | -186.1% | -51.9% |
| 10Y | +3,003.4% | +1,854.5% | +1,149.0% | +933.2% |
| All | +3,003.4% | +1,845.5% | +1,158.0% | +933.2% |
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 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