+20.7%
XLK vs AXON
-40.7%
+61.4%
-15.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.8% | -1.8% | -0.2% |
| 7D | -7.6% | +0.2% | -7.8% | -7.6% |
| 30D | -12.2% | +3.0% | -15.2% | -12.4% |
| 3M | -5.5% | -30.1% | +24.7% | -2.6% |
| 6M | +9.2% | +7.7% | +1.4% | +6.3% |
| YTD | +23.0% | -25.3% | +48.3% | +24.3% |
| 1Y | +20.7% | -39.9% | +60.6% | +26.0% |
| All | +20.7% | -40.7% | +61.4% | +26.0% |
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