+1,060.5%
AXON vs AG
+72.5%
+988.0%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | -1.1% | +5.4% | +4.4% |
| 7D | -25.6% | -4.0% | -21.6% | -25.4% |
| 30D | -23.9% | -13.1% | -10.8% | -23.0% |
| 3M | -50.4% | -22.0% | -28.4% | -49.4% |
| 6M | -20.0% | -37.3% | +17.2% | -17.0% |
| YTD | -44.5% | -11.2% | -33.3% | -44.8% |
| 1Y | -44.9% | +23.9% | -68.8% | -47.0% |
| 3Y | +44.7% | +225.1% | -180.4% | +22.3% |
| 5Y | +86.7% | +7.7% | +79.0% | +70.3% |
| 10Y | +1,060.5% | +86.9% | +973.6% | +843.3% |
| All | +1,060.5% | +72.5% | +988.0% | +843.3% |
Cumulative growth
Daily Returns
Daily percentage return beside AG.
Daily Out/Under-Performance
Portfolio return minus AG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AG 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 AG 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