+146.6%
XLK vs AXON
+167.8%
-21.2%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -3.1% | +3.1% | +0.6% |
| 7D | +2.3% | -3.3% | +5.7% | +2.9% |
| 30D | +0.8% | -17.8% | +18.7% | +4.5% |
| 3M | +4.1% | +8.3% | -4.2% | +0.5% |
| 6M | +34.8% | -12.4% | +47.1% | +35.2% |
| YTD | +30.8% | -13.7% | +44.5% | +30.5% |
| 1Y | +42.4% | -33.1% | +75.4% | +50.0% |
| 3Y | +121.8% | +128.2% | -6.4% | +59.3% |
| 5Y | +146.6% | +170.5% | -23.9% | +52.9% |
| All | +146.6% | +167.8% | -21.2% | +52.9% |
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