+8,434.7%
SHOP vs AXON
+1,496.5%
+6,938.2%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -4.2% | +3.6% | +1.2% |
| 7D | -5.1% | -14.2% | +9.1% | +1.0% |
| 30D | +0.6% | -15.4% | +16.0% | +6.3% |
| 3M | +25.0% | +0.5% | +24.6% | +21.5% |
| 6M | +11.9% | -9.5% | +21.4% | +12.9% |
| YTD | -9.9% | -9.2% | -0.7% | -10.3% |
| 1Y | 0.0% | -29.4% | +29.3% | +9.6% |
| 3Y | +117.5% | +139.4% | -21.9% | +33.2% |
| 5Y | -6.6% | +178.9% | -185.6% | -48.4% |
| 10Y | +3,320.3% | +1,840.8% | +1,479.5% | +983.4% |
| All | +8,434.7% | +1,496.5% | +6,938.2% | +2,393.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling