-23.4%
SMCI vs AXON
-44.3%
+20.8%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +2.7% | -3.2% | -0.9% |
| 7D | -6.6% | +0.8% | -7.4% | -6.7% |
| 30D | -24.9% | -22.8% | -2.1% | -22.4% |
| 3M | -31.4% | -48.8% | +17.4% | -24.8% |
| 6M | -16.0% | -16.3% | +0.2% | -18.7% |
| YTD | -8.2% | -44.5% | +36.2% | -7.1% |
| 1Y | -23.4% | -43.4% | +20.0% | -23.9% |
| All | -23.4% | -44.3% | +20.8% | -23.9% |
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 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