-53.0%
SWKS vs AXON
+179.8%
-232.9%
-70.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -4.2% | +7.7% | +4.3% |
| 7D | +12.5% | -14.2% | +26.7% | +15.5% |
| 30D | +10.5% | -15.4% | +25.9% | +13.1% |
| 3M | -7.4% | +0.5% | -7.9% | -8.9% |
| 6M | +32.7% | -9.5% | +42.2% | +32.3% |
| YTD | +19.2% | -9.2% | +28.4% | +18.0% |
| 1Y | +2.4% | -29.4% | +31.8% | +7.1% |
| 3Y | -25.6% | +139.4% | -165.0% | -50.2% |
| All | -53.0% | +179.8% | -232.9% | -74.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling