+1,708.2%
XLK vs AXON
+60,315.1%
-58,606.9%
-58.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.6% | +2.3% | 0.0% |
| 7D | +7.0% | -19.7% | +26.7% | +9.7% |
| 30D | -11.5% | -25.7% | +14.2% | -8.3% |
| 3M | -7.9% | -48.8% | +40.9% | -0.2% |
| 6M | -0.6% | -22.0% | +21.4% | +1.0% |
| YTD | +21.1% | -45.9% | +67.1% | +27.9% |
| 1Y | +18.8% | -46.1% | +64.9% | +25.6% |
| 3Y | +97.3% | +40.9% | +56.4% | +80.2% |
| 5Y | +115.5% | +80.2% | +35.3% | +87.4% |
| 10Y | +723.7% | +1,029.9% | -306.2% | +461.6% |
| All | +1,708.2% | +60,315.1% | -58,606.9% | +730.3% |
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