+35.2%
SMH vs AXON
-50.5%
+85.7%
-33.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.2% | -0.6% | -0.8% |
| 7D | -6.7% | -27.4% | +20.6% | -5.0% |
| 30D | -19.8% | -28.5% | +8.6% | -18.3% |
| 3M | -15.1% | -49.3% | +34.2% | -12.1% |
| 6M | -14.6% | -25.0% | +10.4% | -14.1% |
| YTD | +34.3% | -46.7% | +81.0% | +39.2% |
| 1Y | +35.2% | -48.3% | +83.5% | +46.4% |
| All | +35.2% | -50.5% | +85.7% | +46.4% |
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