-39.9%
AXON vs GEN
+20.2%
-60.1%
-51.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +4.0% | -2.1% | -0.1% |
| 7D | +0.2% | +26.9% | -26.6% | -11.5% |
| 30D | +3.0% | +38.6% | -35.6% | -13.2% |
| 3M | -30.1% | +9.7% | -39.9% | -33.8% |
| 6M | +7.7% | +58.9% | -51.2% | -16.8% |
| YTD | -25.3% | +15.3% | -40.6% | -32.1% |
| 1Y | -39.9% | +21.8% | -61.7% | -46.9% |
| All | -39.9% | +20.2% | -60.1% | -46.9% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 GEN 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