+302.6%
AXON vs FGI
-70.4%
+373.0%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | +7.5% | -11.7% | -4.3% |
| 7D | -14.2% | +0.5% | -14.7% | -14.2% |
| 30D | -15.4% | +65.4% | -80.8% | -17.4% |
| 3M | +0.5% | +23.5% | -23.0% | -1.3% |
| 6M | -9.5% | +60.5% | -70.0% | -12.9% |
| YTD | -9.2% | +30.0% | -39.2% | -12.1% |
| 1Y | -29.4% | +82.1% | -111.4% | -33.3% |
| 3Y | +139.4% | -4.4% | +143.8% | +129.1% |
| All | +302.6% | -70.4% | +373.0% | +304.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling