+1,883.6%
STX vs AXON
+1,304.2%
+579.4%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -18.2% | +17.0% | +2.0% |
| 7D | -28.5% | -26.8% | -1.7% | -24.5% |
| 30D | -42.9% | -22.9% | -20.0% | -40.3% |
| 3M | -45.9% | -40.1% | -5.8% | -41.5% |
| 6M | -41.3% | -18.9% | -22.4% | -41.4% |
| YTD | +67.9% | -44.9% | +112.8% | +78.1% |
| 1Y | +66.5% | -46.7% | +113.2% | +77.9% |
| 3Y | +588.0% | +44.3% | +543.6% | +447.4% |
| 5Y | +449.1% | +71.4% | +377.7% | +299.1% |
| All | +1,883.6% | +1,304.2% | +579.4% | +792.2% |
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