+2,575.4%
SOXX vs AXON
+98,723.6%
-96,148.2%
-70.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -3.1% | +3.7% | +1.2% |
| 7D | +6.1% | -3.3% | +9.4% | +6.6% |
| 30D | +0.5% | -17.8% | +18.3% | +3.3% |
| 3M | -5.3% | +8.3% | -13.6% | -7.8% |
| 6M | +58.3% | -12.4% | +70.7% | +58.1% |
| YTD | +76.8% | -13.7% | +90.6% | +75.8% |
| 1Y | +114.6% | -33.1% | +147.7% | +121.7% |
| 3Y | +229.6% | +128.2% | +101.4% | +171.3% |
| 5Y | +257.3% | +170.5% | +86.8% | +181.0% |
| 10Y | +1,583.2% | +1,846.0% | -262.7% | +858.1% |
| All | +2,575.4% | +98,723.6% | -96,148.2% | +861.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling