-39.9%
AXON vs FGI
+38.7%
-78.6%
-51.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -5.0% | +6.8% | +1.9% |
| 7D | +0.2% | +3.3% | -3.1% | +0.2% |
| 30D | +3.0% | -2.0% | +5.1% | +3.0% |
| 3M | -30.1% | +60.3% | -90.4% | -31.7% |
| 6M | +7.7% | +0.7% | +7.0% | +6.1% |
| YTD | -25.3% | +30.2% | -55.5% | -26.6% |
| 1Y | -39.9% | +44.4% | -84.3% | -44.0% |
| All | -39.9% | +38.7% | -78.6% | -44.0% |
Cumulative growth
Daily Returns
Daily percentage return beside FGI.
Daily Out/Under-Performance
Portfolio return minus FGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FGI 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 FGI 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