+950.2%
SMCI vs AXON
+1,027.4%
-77.2%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.3% | -2.6% | -8.7% | -10.6% |
| 7D | -0.3% | -19.7% | +19.4% | +4.7% |
| 30D | -30.9% | -25.7% | -5.2% | -25.9% |
| 3M | -28.2% | -48.8% | +20.6% | -15.7% |
| 6M | -17.7% | -22.0% | +4.3% | -15.7% |
| YTD | -7.8% | -45.9% | +38.1% | +2.6% |
| 1Y | -28.8% | -46.1% | +17.3% | -20.7% |
| 3Y | +1.5% | +40.9% | -39.5% | -15.9% |
| 5Y | +517.8% | +80.2% | +437.5% | +352.8% |
| All | +950.2% | +1,027.4% | -77.2% | +419.9% |
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