-12.4%
SOUN vs AXON
+339.6%
-352.0%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -2.0% | -0.5% | -1.6% |
| 7D | -4.1% | -2.5% | -1.6% | -3.1% |
| 30D | -18.1% | -11.5% | -6.6% | -13.9% |
| 3M | -12.3% | +7.3% | -19.6% | -19.3% |
| 6M | -18.6% | -11.9% | -6.6% | -17.7% |
| YTD | -34.1% | -11.0% | -23.1% | -34.6% |
| 1Y | -57.0% | -31.8% | -25.3% | -51.6% |
| 3Y | +185.7% | +135.4% | +50.3% | +45.6% |
| All | -12.4% | +339.6% | -352.0% | -73.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling