+80.2%
AXON vs AG
+3.1%
+77.1%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -5.3% | +2.6% | -2.0% |
| 7D | -19.7% | -6.0% | -13.7% | -19.2% |
| 30D | -25.7% | -14.3% | -11.4% | -24.5% |
| 3M | -48.8% | -26.9% | -21.9% | -47.1% |
| 6M | -22.0% | -42.1% | +20.1% | -17.8% |
| YTD | -45.9% | -15.9% | -30.1% | -46.0% |
| 1Y | -46.1% | +11.5% | -57.6% | -47.8% |
| 3Y | +40.9% | +208.0% | -167.1% | +14.5% |
| 5Y | +80.2% | +2.4% | +77.8% | +71.7% |
| All | +80.2% | +3.1% | +77.1% | +71.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling