+1,180.9%
AXON vs AG
+77.4%
+1,103.5%
-65.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +4.7% | -7.8% | -3.6% |
| 7D | -28.7% | +10.8% | -39.6% | -29.5% |
| 30D | -28.3% | -8.2% | -20.1% | -27.8% |
| 3M | -46.9% | -13.7% | -33.2% | -46.3% |
| 6M | -24.9% | -27.3% | +2.4% | -23.2% |
| YTD | -46.6% | -4.6% | -42.1% | -47.3% |
| 1Y | -49.7% | +39.4% | -89.0% | -52.0% |
| 3Y | +40.6% | +244.1% | -203.5% | +18.9% |
| 5Y | +71.9% | +16.8% | +55.1% | +56.0% |
| 10Y | +1,180.9% | +71.7% | +1,109.2% | +968.4% |
| All | +1,180.9% | +77.4% | +1,103.5% | +968.4% |
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