+1,028.0%
AXON vs GSK
+102.9%
+925.1%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GSK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.6% | +0.4% | -0.1% |
| 7D | -27.4% | +5.2% | -32.6% | -28.0% |
| 30D | -28.5% | +10.2% | -38.6% | -29.7% |
| 3M | -49.3% | -0.9% | -48.4% | -49.2% |
| 6M | -25.0% | +3.5% | -28.5% | -25.6% |
| YTD | -46.7% | +7.2% | -54.0% | -47.9% |
| 1Y | -48.3% | +12.0% | -60.3% | -49.9% |
| 3Y | +38.8% | +67.3% | -28.5% | +18.8% |
| 5Y | +77.7% | +45.3% | +32.4% | +56.9% |
| 10Y | +1,028.0% | +101.8% | +926.3% | +826.5% |
| All | +1,028.0% | +102.9% | +925.1% | +826.5% |
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