+1,019.5%
STX vs AXON
+179.8%
+839.7%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | -4.2% | +10.5% | +6.8% |
| 7D | +2.4% | -14.2% | +16.5% | +4.1% |
| 30D | +1.4% | -15.4% | +16.8% | +2.8% |
| 3M | -8.2% | +0.5% | -8.7% | -9.9% |
| 6M | +127.0% | -9.5% | +136.5% | +125.6% |
| YTD | +209.1% | -9.2% | +218.4% | +203.8% |
| 1Y | +365.4% | -29.4% | +394.8% | +378.3% |
| 3Y | +1,135.4% | +139.4% | +996.0% | +776.3% |
| All | +1,019.5% | +179.8% | +839.7% | +569.1% |
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