+19.0%
SMCI vs AXON
+44.5%
-25.5%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.5% | +4.3% | +5.2% | +8.5% |
| 7D | +2.8% | -25.6% | +28.4% | +9.6% |
| 30D | -23.9% | -23.9% | 0.0% | -19.3% |
| 3M | -3.7% | -50.4% | +46.7% | +12.4% |
| 6M | -9.2% | -20.0% | +10.8% | -9.1% |
| YTD | +4.0% | -44.5% | +48.4% | +13.6% |
| 1Y | -21.6% | -44.9% | +23.3% | -14.0% |
| All | +19.0% | +44.5% | -25.5% | -7.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling