+182.3%
AXON vs RGEN
-42.4%
+224.7%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -1.2% | -3.0% | -3.9% |
| 7D | -14.2% | -4.9% | -9.2% | -13.1% |
| 30D | -15.4% | +5.7% | -21.1% | -16.6% |
| 3M | +0.5% | +32.4% | -32.0% | -7.0% |
| 6M | -9.5% | +33.2% | -42.7% | -16.6% |
| YTD | -9.2% | +2.3% | -11.5% | -10.9% |
| 1Y | -29.4% | +39.0% | -68.4% | -36.1% |
| 3Y | +139.4% | -4.6% | +144.0% | +125.3% |
| All | +182.3% | -42.4% | +224.7% | +177.5% |
Cumulative growth
Daily Returns
Daily percentage return beside RGEN.
Daily Out/Under-Performance
Portfolio return minus RGEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RGEN 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 5y: compounded portfolio wealth divided by compounded RGEN 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…
5y analysis · Full analysis span regression · 6 months rolling