+234.5%
ALNY vs AXON
+1,813.9%
-1,579.4%
-59.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -2.3% | -1.8% | -3.6% |
| 7D | -6.4% | -11.0% | +4.6% | -4.0% |
| 30D | +11.9% | -24.7% | +36.6% | +18.8% |
| 3M | -15.0% | +7.0% | -22.0% | -16.9% |
| 6M | -23.2% | -9.6% | -13.6% | -23.0% |
| YTD | -37.8% | -15.7% | -22.1% | -37.2% |
| 1Y | -47.3% | -35.9% | -11.3% | -43.8% |
| 3Y | +22.9% | +123.0% | -100.1% | -10.1% |
| 5Y | +30.6% | +166.3% | -135.7% | -13.6% |
| All | +234.5% | +1,813.9% | -1,579.4% | +16.8% |
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