+390.5%
GE vs AXON
+71.5%
+319.0%
-44.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -18.2% | +20.9% | +6.3% |
| 7D | +7.1% | -26.8% | +33.9% | +13.3% |
| 30D | +6.5% | -22.9% | +29.4% | +11.3% |
| 3M | -13.6% | -40.1% | +26.5% | -5.5% |
| 6M | +6.0% | -18.9% | +24.9% | +7.1% |
| YTD | +5.4% | -44.9% | +50.3% | +14.4% |
| 1Y | +6.5% | -46.7% | +53.1% | +16.4% |
| 3Y | +268.6% | +44.3% | +224.3% | +195.5% |
| All | +390.5% | +71.5% | +319.0% | +230.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling