+67,943.5%
AXON vs RGEN
+6,471.6%
+61,471.9%
-91.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -18.2% | +3.0% | -21.2% | -18.7% |
| 7D | -26.8% | -1.9% | -24.9% | -26.6% |
| 30D | -22.9% | +3.7% | -26.7% | -23.5% |
| 3M | -40.1% | +8.8% | -48.9% | -41.3% |
| 6M | -18.9% | +38.0% | -56.8% | -24.1% |
| YTD | -44.9% | +5.9% | -50.8% | -46.1% |
| 1Y | -46.7% | +19.7% | -66.4% | -49.0% |
| 3Y | +44.3% | +20.5% | +23.8% | +32.1% |
| 5Y | +71.4% | -35.0% | +106.4% | +70.1% |
| 10Y | +1,324.0% | +540.9% | +783.1% | +867.8% |
| All | +67,943.5% | +6,471.6% | +61,471.9% | +24,562.8% |
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