+25.9%
SWKS vs AXON
+1,827.7%
-1,801.9%
-72.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -4.2% | +7.7% | +4.5% |
| 7D | +12.5% | -14.2% | +26.7% | +16.1% |
| 30D | +10.5% | -15.4% | +25.9% | +13.7% |
| 3M | -7.4% | +0.5% | -7.9% | -9.3% |
| 6M | +32.7% | -9.5% | +42.2% | +31.6% |
| YTD | +19.2% | -9.2% | +28.4% | +16.9% |
| 1Y | +2.4% | -29.4% | +31.8% | +6.5% |
| 3Y | -25.6% | +139.4% | -165.0% | -48.3% |
| 5Y | -53.4% | +178.9% | -232.3% | -70.6% |
| All | +25.9% | +1,827.7% | -1,801.9% | -45.0% |
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