+3,701.6%
ALNY vs AXON
+3,549.5%
+152.1%
-83.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -4.2% | +4.8% | +1.6% |
| 7D | +12.2% | -14.2% | +26.4% | +15.9% |
| 30D | +16.3% | -15.4% | +31.7% | +20.2% |
| 3M | -12.4% | +0.5% | -12.8% | -13.4% |
| 6M | -18.7% | -9.5% | -9.2% | -18.6% |
| YTD | -33.1% | -9.2% | -23.9% | -33.8% |
| 1Y | -41.3% | -29.4% | -12.0% | -38.9% |
| 3Y | +32.3% | +139.4% | -107.1% | -3.3% |
| 5Y | +34.8% | +178.9% | -144.1% | -8.7% |
| 10Y | +284.7% | +1,840.8% | -1,556.1% | +45.9% |
| All | +3,701.6% | +3,549.5% | +152.1% | +747.5% |
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