+182.3%
AXON vs AG
+64.2%
+118.1%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -2.0% | -2.2% | -3.9% |
| 7D | -14.2% | +1.0% | -15.2% | -14.3% |
| 30D | -15.4% | +19.2% | -34.6% | -17.1% |
| 3M | +0.5% | +6.2% | -5.7% | -0.7% |
| 6M | -9.5% | -26.7% | +17.2% | -7.4% |
| YTD | -9.2% | +26.1% | -35.3% | -13.1% |
| 1Y | -29.4% | +131.7% | -161.0% | -37.2% |
| 3Y | +139.4% | +255.3% | -115.9% | +93.9% |
| All | +182.3% | +64.2% | +118.1% | +131.8% |
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