-37.7%
SOXS vs AXON
-19.0%
-18.7%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.1% | +2.7% | +8.4% | +11.2% |
| 7D | -28.4% | +0.8% | -29.2% | -28.3% |
| 30D | +19.4% | -22.8% | +42.2% | +16.2% |
| 3M | +28.2% | -48.8% | +76.9% | +25.2% |
| 6M | -37.7% | -16.3% | -21.4% | -36.4% |
| All | -37.7% | -19.0% | -18.7% | -36.4% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling