+719.7%
XLK vs AXON
+1,058.0%
-338.3%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +2.7% | -4.7% | -2.6% |
| 7D | +3.4% | +0.8% | +2.6% | +3.1% |
| 30D | -10.6% | -22.8% | +12.2% | -6.3% |
| 3M | -10.6% | -48.8% | +38.1% | +1.3% |
| 6M | -3.5% | -16.3% | +12.8% | -3.0% |
| YTD | +18.7% | -44.5% | +63.2% | +28.3% |
| 1Y | +19.4% | -43.4% | +62.8% | +28.5% |
| 3Y | +94.5% | +44.3% | +50.2% | +60.9% |
| 5Y | +111.2% | +85.1% | +26.1% | +57.5% |
| All | +719.7% | +1,058.0% | -338.3% | +341.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling