+3,373.7%
SMCI vs AXON
+3,737.2%
-363.5%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.5% | +4.3% | +5.2% | +8.4% |
| 7D | +2.8% | -25.6% | +28.4% | +10.4% |
| 30D | -23.9% | -23.9% | 0.0% | -18.8% |
| 3M | -3.7% | -50.4% | +46.7% | +14.2% |
| 6M | -9.2% | -20.0% | +10.8% | -7.3% |
| YTD | +4.0% | -44.5% | +48.4% | +15.2% |
| 1Y | -21.6% | -44.9% | +23.3% | -12.9% |
| 3Y | +14.4% | +44.7% | -30.3% | -6.1% |
| 5Y | +586.8% | +86.7% | +500.1% | +402.5% |
| 10Y | +1,093.3% | +1,060.5% | +32.8% | +380.1% |
| All | +3,373.7% | +3,737.2% | -363.5% | +602.7% |
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