+3,446.0%
STX vs AXON
+1,884.9%
+1,561.1%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | -4.2% | +10.5% | +7.1% |
| 7D | +2.4% | -14.2% | +16.5% | +4.9% |
| 30D | +1.4% | -15.4% | +16.8% | +3.4% |
| 3M | -8.2% | +0.5% | -8.7% | -10.4% |
| 6M | +127.0% | -9.5% | +136.5% | +123.9% |
| YTD | +209.1% | -9.2% | +218.4% | +201.5% |
| 1Y | +365.4% | -29.4% | +394.8% | +376.1% |
| 3Y | +1,135.4% | +139.4% | +996.0% | +804.7% |
| 5Y | +991.5% | +178.9% | +812.6% | +634.0% |
| All | +3,446.0% | +1,884.9% | +1,561.1% | +1,413.7% |
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