+43.4%
XLK vs AXON
-28.9%
+72.3%
-15.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -4.2% | +4.9% | +1.1% |
| 7D | +0.9% | -14.2% | +15.0% | +2.4% |
| 30D | +0.7% | -15.4% | +16.1% | +2.1% |
| 3M | -2.9% | +0.5% | -3.4% | -3.8% |
| 6M | +34.3% | -9.5% | +43.8% | +35.0% |
| YTD | +30.4% | -9.2% | +39.6% | +30.1% |
| 1Y | +43.4% | -29.4% | +72.7% | +49.1% |
| All | +43.4% | -28.9% | +72.3% | +49.1% |
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