-100.0%
SOXS vs AXON
+1,813.9%
-1,913.9%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.1% | -2.3% | +10.4% | +6.5% |
| 7D | -9.4% | -11.0% | +1.6% | -17.0% |
| 30D | +6.2% | -24.7% | +30.9% | -13.7% |
| 3M | -28.0% | +7.0% | -35.0% | -23.4% |
| 6M | -99.2% | -9.6% | -89.5% | -99.3% |
| YTD | -99.5% | -15.7% | -83.8% | -99.6% |
| 1Y | -99.7% | -35.9% | -63.8% | -99.8% |
| 3Y | -100.0% | +123.0% | -223.0% | -99.9% |
| 5Y | -100.0% | +166.3% | -266.3% | -100.0% |
| All | -100.0% | +1,813.9% | -1,913.9% | -100.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling