+247.9%
SOXX vs AXON
+166.3%
+81.6%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.1% | +1.8% | +1.8% |
| 7D | +1.4% | -7.0% | +8.4% | +3.0% |
| 30D | -3.6% | -20.1% | +16.5% | +1.1% |
| 3M | -10.2% | +7.4% | -17.6% | -13.9% |
| 6M | +54.2% | -7.4% | +61.6% | +51.9% |
| YTD | +75.2% | -15.6% | +90.8% | +74.8% |
| 1Y | +107.5% | -36.2% | +143.7% | +123.5% |
| 3Y | +226.8% | +124.8% | +101.9% | +108.3% |
| All | +247.9% | +166.3% | +81.6% | +82.5% |
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