-33.1%
AXON vs AGI
+12.0%
-45.1%
-55.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +1.3% | -4.4% | -3.2% |
| 7D | -3.3% | +2.2% | -5.6% | -3.6% |
| 30D | -17.8% | +11.3% | -29.1% | -18.9% |
| 3M | +8.3% | +5.6% | +2.6% | +7.3% |
| 6M | -12.4% | -27.7% | +15.3% | -9.9% |
| YTD | -13.7% | -4.1% | -9.6% | -13.7% |
| 1Y | -33.1% | +13.8% | -46.8% | -33.7% |
| All | -33.1% | +12.0% | -45.1% | -33.7% |
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