+5,995.4%
AXON vs AG
+445.6%
+5,549.8%
-85.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | -17.3% |
| 3M | +0.5% | +6.2% | -5.7% | -0.8% |
| 6M | -9.5% | -26.7% | +17.2% | -7.1% |
| YTD | -9.2% | +26.1% | -35.3% | -13.6% |
| 1Y | -29.4% | +131.7% | -161.0% | -38.4% |
| 3Y | +139.4% | +255.3% | -115.9% | +88.7% |
| 5Y | +178.9% | +61.9% | +117.0% | +135.4% |
| 10Y | +1,840.8% | +72.0% | +1,768.8% | +1,343.8% |
| All | +5,995.4% | +445.6% | +5,549.8% | +2,091.0% |
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