-7.7%
SHOP vs AXON
-50.5%
+42.8%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -0.2% | -3.4% | -3.5% |
| 7D | +2.8% | -27.4% | +30.2% | +15.0% |
| 30D | -14.2% | -28.5% | +14.3% | -3.4% |
| 3M | -5.5% | -49.3% | +43.7% | +21.6% |
| 6M | +32.8% | -25.0% | +57.8% | +37.7% |
| YTD | -8.9% | -46.7% | +37.8% | +3.7% |
| 1Y | -7.7% | -48.3% | +40.5% | +9.3% |
| All | -7.7% | -50.5% | +42.8% | +9.3% |
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