+143.0%
AXON vs GEN
+58.9%
+84.0%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -2.2% | -2.0% | -3.3% |
| 7D | -14.2% | -1.2% | -13.0% | -13.7% |
| 30D | -15.4% | +10.1% | -25.5% | -18.4% |
| 3M | +0.5% | +16.1% | -15.6% | -4.8% |
| 6M | -9.5% | +38.9% | -48.4% | -19.4% |
| YTD | -9.2% | +14.4% | -23.6% | -15.1% |
| 1Y | -29.4% | +5.9% | -35.2% | -32.8% |
| All | +143.0% | +58.9% | +84.0% | +103.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling