+8.9%
GE vs AXON
-40.7%
+49.6%
-25.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +1.8% | +0.9% | +2.5% |
| 7D | +9.4% | +0.2% | +9.2% | +9.4% |
| 30D | +7.5% | +3.0% | +4.5% | +7.2% |
| 3M | -12.5% | -30.1% | +17.6% | -9.5% |
| 6M | +17.8% | +7.7% | +10.0% | +16.2% |
| YTD | +7.4% | -25.3% | +32.7% | +9.7% |
| 1Y | +8.9% | -39.9% | +48.8% | +12.4% |
| All | +8.9% | -40.7% | +49.6% | +12.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AXON.
Daily Out/Under-Performance
Portfolio return minus AXON return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AXON 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 1y: compounded portfolio wealth divided by compounded AXON 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…
1y analysis · Full analysis span regression · 6 months rolling