+153.0%
GE vs AXON
+1,854.8%
-1,701.7%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -4.2% | +5.3% | +1.9% |
| 7D | -1.6% | -14.2% | +12.6% | +1.4% |
| 30D | -11.6% | -15.4% | +3.8% | -9.1% |
| 3M | +3.0% | +0.5% | +2.5% | +1.4% |
| 6M | -0.5% | -9.5% | +9.0% | -0.8% |
| YTD | +9.7% | -9.2% | +18.9% | +8.4% |
| 1Y | +20.0% | -29.4% | +49.4% | +24.6% |
| 3Y | +275.8% | +139.4% | +136.4% | +187.5% |
| 5Y | +429.1% | +178.9% | +250.2% | +275.1% |
| All | +153.0% | +1,854.8% | -1,701.7% | +27.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling