+1,060.5%
AXON vs GEN
+156.5%
+903.9%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | +2.1% | +2.2% | +3.7% |
| 7D | -25.6% | -0.8% | -24.8% | -25.3% |
| 30D | -23.9% | +31.2% | -55.1% | -29.5% |
| 3M | -50.4% | +6.1% | -56.5% | -51.5% |
| 6M | -20.0% | +38.1% | -58.1% | -26.8% |
| YTD | -44.5% | +14.4% | -58.9% | -47.0% |
| 1Y | -44.9% | +15.1% | -60.0% | -47.5% |
| 3Y | +44.7% | +68.5% | -23.8% | +24.3% |
| 5Y | +86.7% | +35.8% | +50.9% | +66.5% |
| 10Y | +1,060.5% | +155.4% | +905.1% | +756.2% |
| All | +1,060.5% | +156.5% | +903.9% | +756.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling