+3,599.8%
AXON vs AG
+294.5%
+3,305.3%
-85.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -18.2% | +1.8% | -20.0% | -18.4% |
| 7D | -26.8% | +6.3% | -33.1% | -27.4% |
| 30D | -22.9% | -8.9% | -14.0% | -22.1% |
| 3M | -40.1% | -12.2% | -27.9% | -39.3% |
| 6M | -18.9% | -28.3% | +9.4% | -16.4% |
| YTD | -44.9% | -8.8% | -36.1% | -45.6% |
| 1Y | -46.7% | +39.4% | -86.0% | -50.3% |
| 3Y | +44.3% | +229.4% | -185.1% | +14.8% |
| 5Y | +71.4% | +14.5% | +56.8% | +50.9% |
| 10Y | +1,324.0% | +82.7% | +1,241.3% | +943.0% |
| All | +3,599.8% | +294.5% | +3,305.3% | +1,281.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling