+130.9%
SOUN vs AXON
+42.7%
+88.2%
-83.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -18.2% | +14.7% | +3.9% |
| 7D | -2.6% | -26.8% | +24.2% | +9.6% |
| 30D | -27.0% | -22.9% | -4.1% | -19.7% |
| 3M | -41.9% | -40.1% | -1.9% | -29.8% |
| 6M | -56.1% | -18.9% | -37.3% | -55.7% |
| YTD | -58.8% | -44.9% | -13.9% | -50.8% |
| 1Y | -71.1% | -46.7% | -24.4% | -65.0% |
| 3Y | +130.9% | +44.3% | +86.6% | +109.0% |
| All | +130.9% | +42.7% | +88.2% | +109.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling