+2.4%
SWKS vs AXON
-28.9%
+31.3%
-35.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -4.2% | +7.7% | +3.7% |
| 7D | +12.5% | -14.2% | +26.7% | +13.2% |
| 30D | +10.5% | -15.4% | +25.9% | +10.9% |
| 3M | -7.4% | +0.5% | -7.9% | -7.5% |
| 6M | +32.7% | -9.5% | +42.2% | +33.6% |
| YTD | +19.2% | -9.2% | +28.4% | +23.8% |
| 1Y | +2.4% | -29.4% | +31.8% | +10.1% |
| All | +2.4% | -28.9% | +31.3% | +10.1% |
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 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