+7.7%
GD vs AXTX
-96.0%
+103.7%
-17.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | AXTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +38.5% | -38.6% | +0.3% |
| 7D | +0.6% | -15.5% | +16.2% | +0.7% |
| 30D | +9.5% | -56.6% | +66.0% | +8.8% |
| 3M | -5.8% | -76.6% | +70.8% | -6.5% |
| 6M | +7.7% | -96.4% | +104.2% | +3.7% |
| All | +7.7% | -96.0% | +103.7% | +3.7% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling