+86.8%
SMH vs AXON
-35.0%
+121.8%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -2.3% | -0.2% | -2.3% |
| 7D | +1.4% | -11.0% | +12.4% | +2.1% |
| 30D | -2.2% | -24.7% | +22.5% | -0.6% |
| 3M | -1.9% | +7.0% | -8.8% | -3.2% |
| 6M | +41.0% | -9.6% | +50.7% | +42.2% |
| YTD | +55.6% | -15.7% | +71.3% | +57.6% |
| 1Y | +86.8% | -35.9% | +122.8% | +98.0% |
| All | +86.8% | -35.0% | +121.8% | +98.0% |
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 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