+32.1%
SWKS vs AXON
+1,304.2%
-1,272.1%
-72.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -18.2% | +19.4% | +5.0% |
| 7D | -6.2% | -26.8% | +20.7% | -0.3% |
| 30D | -1.5% | -22.9% | +21.4% | +3.3% |
| 3M | +23.0% | -40.1% | +63.1% | +34.3% |
| 6M | +27.6% | -18.9% | +46.5% | +27.1% |
| YTD | +32.3% | -44.9% | +77.2% | +42.3% |
| 1Y | +20.1% | -46.7% | +66.8% | +30.2% |
| 3Y | +0.6% | +44.3% | -43.7% | -23.3% |
| 5Y | -42.3% | +71.4% | -113.7% | -60.3% |
| All | +32.1% | +1,304.2% | -1,272.1% | -35.3% |
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