+18.9%
SWKS vs AXON
-40.7%
+59.6%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +1.8% | -4.7% | -2.8% |
| 7D | -4.9% | +0.2% | -5.2% | -4.9% |
| 30D | -1.2% | +3.0% | -4.2% | -1.0% |
| 3M | +24.2% | -30.1% | +54.3% | +24.1% |
| 6M | +21.5% | +7.7% | +13.8% | +20.1% |
| YTD | +33.5% | -25.3% | +58.8% | +39.5% |
| 1Y | +18.9% | -39.9% | +58.8% | +31.2% |
| All | +18.9% | -40.7% | +59.6% | +31.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling