+1,854.5%
AXON vs GEN
+150.2%
+1,704.3%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -2.7% | +0.8% | -1.2% |
| 7D | -2.5% | -0.7% | -1.8% | -2.3% |
| 30D | -11.5% | +2.6% | -14.1% | -12.1% |
| 3M | +7.3% | +15.8% | -8.5% | +3.4% |
| 6M | -11.9% | +33.1% | -45.1% | -18.4% |
| YTD | -11.0% | +11.3% | -22.3% | -13.9% |
| 1Y | -31.8% | +1.7% | -33.4% | -32.6% |
| 3Y | +135.4% | +58.1% | +77.3% | +106.3% |
| 5Y | +176.9% | +20.6% | +156.2% | +154.3% |
| 10Y | +1,854.5% | +149.0% | +1,705.5% | +1,320.2% |
| All | +1,854.5% | +150.2% | +1,704.3% | +1,320.2% |
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