+14.1%
GD vs AXTX
-93.4%
+107.5%
-17.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AXTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +11.8% | -12.5% | -0.6% |
| 7D | -5.0% | -56.3% | +51.3% | -5.5% |
| 30D | +8.9% | -81.8% | +90.8% | +7.7% |
| 3M | -8.0% | -85.0% | +76.9% | -8.8% |
| 6M | +2.9% | -96.3% | +99.2% | +1.6% |
| All | +14.1% | -93.4% | +107.5% | +13.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AXTX.
Daily Out/Under-Performance
Portfolio return minus AXTX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AXTX 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 AXTX 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