-39.9%
AXON vs AGI
-1.1%
-38.8%
-51.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +10.8% | -9.0% | 0.0% |
| 7D | +0.2% | -5.3% | +5.5% | +0.9% |
| 30D | +3.0% | -7.1% | +10.2% | +4.0% |
| 3M | -30.1% | +4.4% | -34.6% | -30.5% |
| 6M | +7.7% | -23.0% | +30.7% | +11.9% |
| YTD | -25.3% | -22.0% | -3.3% | -24.9% |
| 1Y | -39.9% | +0.3% | -40.2% | -41.2% |
| All | -39.9% | -1.1% | -38.8% | -41.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AGI.
Daily Out/Under-Performance
Portfolio return minus AGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AGI 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 1y: compounded portfolio wealth divided by compounded AGI 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…
1y analysis · Full analysis span regression · 6 months rolling