+402.9%
SWKS vs AXON
+83,345.3%
-82,942.4%
-92.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +1.8% | -4.7% | -3.2% |
| 7D | -4.9% | +0.2% | -5.2% | -5.0% |
| 30D | -1.2% | +3.0% | -4.2% | -1.8% |
| 3M | +24.2% | -30.1% | +54.3% | +30.1% |
| 6M | +21.5% | +7.7% | +13.8% | +16.7% |
| YTD | +33.5% | -25.3% | +58.8% | +35.0% |
| 1Y | +18.9% | -39.9% | +58.8% | +24.8% |
| 3Y | +0.4% | +95.2% | -94.9% | -17.7% |
| 5Y | -44.3% | +129.9% | -174.1% | -56.6% |
| 10Y | +37.1% | +1,829.8% | -1,792.7% | -27.5% |
| All | +402.9% | +83,345.3% | -82,942.4% | +91.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling