+107.5%
SOXX vs AXON
-36.2%
+143.7%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.1% | +1.8% | +1.9% |
| 7D | +1.4% | -7.0% | +8.4% | +1.7% |
| 30D | -3.6% | -20.1% | +16.5% | -2.7% |
| 3M | -10.2% | +7.4% | -17.6% | -11.1% |
| 6M | +54.2% | -7.4% | +61.6% | +55.7% |
| YTD | +75.2% | -15.6% | +90.8% | +78.2% |
| 1Y | +107.5% | -36.2% | +143.7% | +119.8% |
| All | +107.5% | -36.2% | +143.7% | +119.8% |
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