+3,557.0%
SHOP vs AXON
+1,048.6%
+2,508.4%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -0.2% | -3.4% | -3.5% |
| 7D | +2.8% | -27.4% | +30.2% | +16.6% |
| 30D | -14.2% | -28.5% | +14.3% | -2.1% |
| 3M | -5.5% | -49.3% | +43.7% | +24.4% |
| 6M | +32.8% | -25.0% | +57.8% | +43.3% |
| YTD | -8.9% | -46.7% | +37.8% | +12.4% |
| 1Y | -7.7% | -48.3% | +40.5% | +15.5% |
| 3Y | +139.0% | +38.8% | +100.2% | +74.0% |
| 5Y | -0.5% | +77.7% | -78.2% | -37.6% |
| 10Y | +3,557.0% | +1,028.0% | +2,529.0% | +1,302.4% |
| All | +3,557.0% | +1,048.6% | +2,508.4% | +1,302.4% |
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