+1,304.8%
AXON vs GEN
+157.3%
+1,147.6%
-64.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -18.2% | -2.6% | -15.5% | -17.4% |
| 7D | -26.8% | +2.3% | -29.1% | -27.2% |
| 30D | -22.9% | +33.1% | -56.0% | -28.9% |
| 3M | -40.1% | +6.5% | -46.6% | -41.4% |
| 6M | -18.9% | +53.8% | -72.7% | -28.1% |
| YTD | -44.9% | +11.2% | -56.1% | -47.0% |
| 1Y | -46.7% | +19.4% | -66.1% | -49.6% |
| 3Y | +44.3% | +81.0% | -36.7% | +21.7% |
| 5Y | +71.4% | +33.4% | +37.9% | +53.6% |
| All | +1,304.8% | +157.3% | +1,147.6% | +919.7% |
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