+109.5%
AXON vs GD
+97.4%
+12.0%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.8% | -2.3% | -7.5% | -8.6% |
| 7D | -12.7% | -3.9% | -8.8% | -10.9% |
| 30D | -8.6% | +8.1% | -16.7% | -12.1% |
| 3M | -37.2% | -6.8% | -30.5% | -35.0% |
| 6M | +0.5% | +3.0% | -2.5% | -1.0% |
| YTD | -32.6% | +7.8% | -40.4% | -34.9% |
| 1Y | -40.2% | +5.8% | -46.0% | -41.6% |
| 3Y | +76.1% | +55.3% | +20.8% | +42.2% |
| 5Y | +109.5% | +96.7% | +12.8% | +61.4% |
| All | +109.5% | +97.4% | +12.0% | +61.4% |
Cumulative growth
Daily Returns
Daily percentage return beside GD.
Daily Out/Under-Performance
Portfolio return minus GD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GD 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 5y: compounded portfolio wealth divided by compounded GD 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…
5y analysis · Full analysis span regression · 6 months rolling