+1,894.1%
AXON vs GSK
+81.7%
+1,812.4%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GSK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -1.9% | -2.3% | -3.8% |
| 7D | -14.2% | -1.8% | -12.3% | -13.9% |
| 30D | -15.4% | -2.2% | -13.2% | -15.1% |
| 3M | +0.5% | -1.8% | +2.3% | +0.7% |
| 6M | -9.5% | -10.6% | +1.1% | -7.9% |
| YTD | -9.2% | +4.4% | -13.6% | -10.7% |
| 1Y | -29.4% | +30.4% | -59.8% | -33.9% |
| 3Y | +139.4% | +60.1% | +79.3% | +107.2% |
| 5Y | +178.9% | +46.8% | +132.1% | +143.8% |
| All | +1,894.1% | +81.7% | +1,812.4% | +1,565.8% |
Cumulative growth
Daily Returns
Daily percentage return beside GSK.
Daily Out/Under-Performance
Portfolio return minus GSK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GSK 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 GSK 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