+4,419.4%
SMCI vs AXON
+6,173.4%
-1,754.0%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -4.2% | +8.7% | +5.7% |
| 7D | +6.8% | -14.2% | +20.9% | +10.9% |
| 30D | +30.6% | -15.4% | +46.0% | +35.3% |
| 3M | -15.6% | +0.5% | -16.1% | -17.7% |
| 6M | +21.3% | -9.5% | +30.8% | +20.4% |
| YTD | +35.3% | -9.2% | +44.5% | +32.9% |
| 1Y | -2.7% | -29.4% | +26.6% | +2.4% |
| 3Y | +40.3% | +139.4% | -99.1% | +1.9% |
| 5Y | +941.8% | +178.9% | +762.9% | +591.5% |
| 10Y | +1,687.4% | +1,840.8% | -153.4% | +529.6% |
| All | +4,419.4% | +6,173.4% | -1,754.0% | +711.3% |
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