+27.7%
ALNY vs AXON
+135.7%
-108.0%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -2.0% | -0.3% | -2.0% |
| 7D | +5.7% | -2.5% | +8.2% | +5.9% |
| 30D | +18.7% | -11.5% | +30.1% | +20.3% |
| 3M | -11.0% | +7.3% | -18.3% | -11.6% |
| 6M | -18.9% | -11.9% | -6.9% | -18.5% |
| YTD | -34.6% | -11.0% | -23.6% | -34.5% |
| 1Y | -42.8% | -31.8% | -11.1% | -41.5% |
| All | +27.7% | +135.7% | -108.0% | +6.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling