+967.2%
SMCI vs AXON
+167.8%
+799.4%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -3.1% | -0.3% | -2.5% |
| 7D | +5.2% | -3.3% | +8.6% | +6.1% |
| 30D | +23.7% | -17.8% | +41.6% | +29.6% |
| 3M | -4.2% | +8.3% | -12.5% | -9.4% |
| 6M | +21.7% | -12.4% | +34.1% | +22.0% |
| YTD | +33.0% | -13.7% | +46.7% | +32.2% |
| 1Y | -9.3% | -33.1% | +23.8% | -2.4% |
| 3Y | +38.7% | +128.2% | -89.5% | -1.2% |
| 5Y | +967.2% | +170.5% | +796.7% | +519.0% |
| All | +967.2% | +167.8% | +799.4% | +519.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling