+14.1%
SWKS vs AXON
-32.2%
+46.3%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -9.8% | +7.7% | -2.4% |
| 7D | -9.2% | -12.7% | +3.5% | -9.6% |
| 30D | -1.9% | -8.6% | +6.7% | -2.1% |
| 3M | +21.2% | -37.2% | +58.5% | +21.0% |
| 6M | +12.9% | +0.5% | +12.4% | +10.7% |
| YTD | +30.7% | -32.6% | +63.4% | +38.2% |
| 1Y | +14.1% | -40.2% | +54.3% | +29.5% |
| All | +14.1% | -32.2% | +46.3% | +29.5% |
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