+278.2%
GE vs AXON
+44.5%
+233.7%
-25.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +4.3% | -2.8% | +0.8% |
| 7D | +4.0% | -25.6% | +29.7% | +8.7% |
| 30D | +11.1% | -23.9% | +34.9% | +15.5% |
| 3M | -6.7% | -50.4% | +43.7% | +4.0% |
| 6M | +14.3% | -20.0% | +34.3% | +15.7% |
| YTD | +11.7% | -44.5% | +56.2% | +20.0% |
| 1Y | +10.9% | -44.9% | +55.8% | +19.2% |
| All | +278.2% | +44.5% | +233.7% | +199.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling