+112,002.2%
AXON vs RGEN
+6,248.5%
+105,753.7%
-91.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -1.2% | -3.0% | -4.0% |
| 7D | -14.2% | -4.9% | -9.2% | -13.4% |
| 30D | -15.4% | +5.7% | -21.1% | -16.2% |
| 3M | +0.5% | +32.4% | -32.0% | -4.8% |
| 6M | -9.5% | +33.2% | -42.7% | -14.5% |
| YTD | -9.2% | +2.3% | -11.5% | -10.2% |
| 1Y | -29.4% | +39.0% | -68.4% | -34.1% |
| 3Y | +139.4% | -4.6% | +144.0% | +128.5% |
| 5Y | +178.9% | -42.7% | +221.6% | +183.3% |
| 10Y | +1,840.8% | +433.6% | +1,407.2% | +1,259.8% |
| All | +112,002.2% | +6,248.5% | +105,753.7% | +40,982.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling