-29.4%
AXON vs GEN
+5.4%
-34.8%
-55.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -2.2% | -2.0% | -2.9% |
| 7D | -14.2% | -1.2% | -13.0% | -13.4% |
| 30D | -15.4% | +10.1% | -25.5% | -19.9% |
| 3M | +0.5% | +16.1% | -15.6% | -7.9% |
| 6M | -9.5% | +38.9% | -48.4% | -23.5% |
| YTD | -9.2% | +14.4% | -23.6% | -18.8% |
| 1Y | -29.4% | +5.9% | -35.2% | -38.6% |
| All | -29.4% | +5.4% | -34.8% | -38.6% |
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